Marvin Todd Ellis

Current Employers

Employment History

• 07/2005 → Present
  Raymond James Financial Services, Inc.
  Salt Lake City, UT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Bountiful, UT
• 03/2016 → 01/2025
  Wasatch Wealth
  Bountiful, UT
• 09/2019 → Present
  Strategic Risk Alternatives
  Bountiful, UT
• 08/2024 → Present
  Nuvista Wealth
  Bountiful, UT

Other Businesses

(1)Name of Business: Allegis Advisor Group Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/26/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: For our client's needing term life insurance. (2)Name of Business: Insurance Exchange of Utah Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: For our Group Health Insurance we will use Insurance Exchange of Utah to run our groups through, we are not appointed with any of the carriers, but are split 50/50 on all business brought to them. (3)Name of Business: MARVLS LLC Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: MARVLS LLC is the entity that owns my space where we work. (4)Name of Business: NuVista Wealth Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010-7745, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is our DBA name, which we hold out separately from Raymond James. (5)Name of Business: Strategic Risk Alternatives Address: 533 W 2600 S Ste 210, Bountiful, UT, 84010, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 09/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We function as a liaison between the client and Strategic Risk alternatives. Should a captive insurance opportunity make sense for the prospect, we would recommend Strategic Risk Alternatives to them.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  2004-07-23

Designations

Other Names

• Marvin T Ellis