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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-01 |
Branch Locations
630 N Main St, Farmington, UT 84025 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Salt Lake City | UT | 09/2014 | 06/2024 |
| Waddell & Reed, Inc | Salt Lake City | UT | 09/2014 | 08/2017 |
| Byu Management Society | Salt Lake City | UT | 02/2016 | 07/2017 |
| Nicole Polatis Insurance Agent | Farmington | UT | 09/2014 | 06/2024 |
| Rh Advisors, Llc | Farmington | UT | 08/2017 | 06/2024 |
| Young Living Essential Oils | Kaysville | UT | 04/2013 | Present |
| Rh Advisors, Llc | Farmington | UT | 05/2018 | 06/2024 |
| United Planners Financial Services | Farmington | UT | 08/2017 | 04/2019 |
| Rh Advisors, Llc | Farmington | UT | 11/2020 | 06/2024 |
| Wealth Enhancement Group | Farmington | UT | 07/2024 | Present |
| Wealth Enhancement Advisory Services | Farmington | UT | 07/2024 | Present |
- YOUNG LIVING ESSENTIAL OILS - KAYSVILLE, UT - DISTRIBUTOR. 1 HOUR PER MONTH, 0 HOURS DURING TRADING HOURS. WEALTH ENHANCEMENT GROUP - INVESTMENT RELATED - FARMINGTON, UT - FIXED INSURANCE - FINANCIAL ADVISOR - START DATE: 07/2024 - 8 HOURS SPENT PER MONTH, 8 HOURS SPENT DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-21 |
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