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4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-08-28 |
Branch Locations
4505 South Wasatch Blvd #300, Salt Lake City, UT 84124 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garda Financial | Salt Lake City | UT | 04/2014 | 02/2017 |
| Allegis Investment Advisors | Salt Lake City | UT | 02/2017 | 08/2018 |
| Garda Insurance | Salt Lake City | UT | 02/2011 | Present |
| Cottonwood Asset Management Llc | Salt Lake City | UT | 08/2018 | Present |
06/2008-PRESENT;PRINCIPAL OF O'SHEA ADVISORY GROUP, FOR INCOME FROM LIFE AND HEALTH INSURANCE; 30 HOURS PER MONTH. 10/2012-PRESENT;MANAGER OF LA SAL MANAGEMENT, LLC, BUSINESS OF LENDING FOR SECURED MONEY; 1 HOURS; NON INVESTMENT RELATED AND NO LOANS TO CLIENTS. 10/2012-PRESENT;MEMBER OF BLUE STREET, LLC, A FAMILY ESTATE PLANNING LLC LESS THAN 1 HOUR PER MONTH NOT CLIENT RELATED- PERSONAL LLC. 10/2014-PRESENT; MEMBER OF LA SAL PROPERTIES LLC, SOLE PURPOSE IS TO CONDUCT REAL ESTATE INVESTMENTS ON BEHALF OF THE O'SHEA FAMILY. SPENDS LESS THAN 1 HOUR NOT CLIENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-29 |
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