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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2012-04-30 |
| UT | RA | APPROVED | 2009-07-27 |
| TX | RA | APPROVED | 2008-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors, Llc | Lubbock | TX | 02/2008 | Present |
| Amicus Settlement Planners | Bountiful | UT | 03/2013 | Present |
| Peterson Famly Chocolates | Eagle Mountain | UT | 09/2012 | 12/2016 |
| Lhp Capital Holdings, Llc | Lehi | UT | 12/2012 | Present |
1. Insurance license/investment-related/Lehi, UT/independent insurance agent/June 2014/less than 10 hours per month and during trading hours 2. Adjunct Professor/Utah Valley University/not investment-related/August 2025/less than 10 hours per month and during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-15 |
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