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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-05 |
Branch Locations
49 W 300 N, Clearfield, UT 84015 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
491 N. Main Street, Logan, UT 84321 • United States
1031 S Bluff Street, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choules Holdings Llc | American Fork | UT | 09/2014 | Present |
| Fusion Capital Management | Dallas | TX | 01/2019 | Present |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 07/2020 | 08/2021 |
| The Slice | Preston | ID | 06/2018 | Present |
| Independent Insurance Agent Dba Choules Financial | Logan | UT | 07/2009 | Present |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 08/2021 |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
1) CHOULES HOLDINGS LLC DBA CHOULES FINANCIAL; INVESTMENT-RELATED; LOGAN, UTAH; INSURANCE SALES FOR MULTIPLE CARRIERS; 07/2009, APPROXIMATE NUMBER OF HOURS/MONTH: MORE THAN 40, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: 25-20, DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE. 2) THE SLICE; NOT-INVESTMENT RELATED; PRESTON, IDAHO; OWNER, PAYROLL TAXES; APPROXIMATE PER MONTH - 1 HOUR PER MONTH; PAYROLL AND TAXES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-23 |
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