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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-15 |
Branch Locations
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | St. Petersburg | FL | 02/2017 | 12/2018 |
| World Financial Group, Inc. | Johns Creek | GA | 10/2015 | 12/2018 |
| Wildlife X Team | Draper | UT | 02/2014 | 05/2017 |
| Ad Frandsen Enterprises, Inc. | Draper | UT | 02/2014 | 02/2019 |
| United Parcel Service | West Valley City | UT | 10/2018 | 01/2019 |
| Global View Capital Advisors, Ltd. | Waukesha | WI | 12/2020 | 10/2021 |
| Global View Capital Management, Ltd. | Waukesha | WI | 12/2020 | 10/2021 |
| Thornton Plumbing & Heating | Midvale | UT | 08/2019 | 07/2024 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2023 | 12/2025 |
| Heritage Wealth Management | Sandy | UT | 10/2023 | Present |
| Unemployed | Draper | UT | 02/2019 | 08/2019 |
| Foundations Investment Advisors Llc | Phoenix | AZ | 01/2026 | Present |
1) HERITAGE WEALTH MANAGEMENT; 11075 S STATE STREET, STE 9A SANDY, UT 84070; LIFE/ANNUITY SALES; AGENT; 10/2023; APPROX 100HR/MO; APPROX 80HRS/MO DURING SECURITIES TRADING HOURS. ASSESS CLIENT NEEDS THEN CREATE & PRESENT LIFE INSURANCE & ANNUITY OPTIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-08 |
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