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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-14 |
Branch Locations
6965 Union Park Center Ste #220, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Midvale | UT | 07/2011 | 06/2024 |
| Securities America Advisors | Cottonwood Heights | UT | 02/2018 | 06/2024 |
| Osaic Wealth, Inc. | Cottonwood Heights | UT | 06/2024 | Present |
| Osaic Wealth, Inc. | Cottonwood Heights | UT | 06/2024 | Present |
1. DBA: KJP Wealth Management 2. KJP WEALTH MANAGEMENT POSITION: Producer NATURE: Insurance and insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/07/2018 ADDRESS: 6965 Union Park Center, Suite 220, Cottonwood Heights UT 84047, United States DESCRIPTION: When appropriate, offering appropriate insurance products to clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-21 |
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