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Payson, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Management, Llc | Orem | UT | 01/2015 | 07/2019 |
| Sagepoint Financial, Inc. | Orem | UT | 07/2013 | 08/2019 |
| Cashew Financial, Llc | Payson | UT | 02/2020 | Present |
| Indus Valley Partners | Payson | UT | 08/2019 | 02/2020 |
1) Insurance Agent POSITION: Sole Prop, Agent NATURE: Insurance Products and Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/2010 ADDRESS: 3957 W 12400 S, Payson, Utah 84651 DESCRIPTION: Insurance Products and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-20 |
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