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South Jordan, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-07-20 |
| LA | RA | APPROVED | 2017-02-02 |
| UT | RA | APPROVED | 2017-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandos Life Inc | South Jordan | UT | 04/2003 | Present |
| Capital Financial Services | Minot | ND | 01/2009 | 01/2017 |
| Sandos Financial Inc. | South Jordan | UT | 01/2017 | Present |
1)SANDOS LIFE INC; NON-INVESTMENT RELATED;1374 SHELBROOKE DR SOUTH JORDAN UT 84095; FIXED LIFE INSURANCE & ANNUITY SALES; PRESIDENT, CEO, INDEPENDENT INSURANCE AGENT #123063; START DATE APRIL 2003; DEVOTE 40 HOURS PER MONTH; DEVOTE 40 HOURS PER MONTH DURING SECURITIES HOURS; SALES & SERVICE. 2)ESTATE GURU & LSPN PRO, LLC; NON-INVESTMENT RELATED; Referring Agent; Location Online; Attorney assisted online Estate planning - wills & trusts; Start Date 11/01/2023; DEVOTE 4 HOURS PER MONTH; DEVOTE 4 HOURS PER MONTH DURING SECURITIES HOURS; Referral Network.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-24 |
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-12 |
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