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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-10 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
491 N. Main St., Logan, UT 84321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2016 | 02/2017 |
| Goldenwest Fcu | Ogden | UT | 09/2015 | 02/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 12/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 12/2022 |
| Strategic Advocates, Llc | Logan | UT | 09/2022 | 07/2024 |
| Crown Capital Securities Lp | Logan | UT | 04/2023 | 03/2024 |
| Creativeone Securities, Llc | Overland Park | KS | 03/2024 | 07/2024 |
| Coppell Advisory Solutions Llc | Coppell | TX | 08/2024 | Present |
| Choules Financial | Logan | UT | 08/2024 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
CHOULES FINANCIAL; INVESTMENT-RELATED; LOGAN, UTAH; INSURANCE SALES FOR MULTIPLE CARRIERS; 08/2024, 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-06 |
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