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Daniel Mckay Allgaier

Artstone Private Wealth

Lehi, UT

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Current Employers
Artstone Private Wealth

Lehi, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-02
  • UT RA
    APPROVED
    Since 2024-07-02

Branch Locations

Lehi, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brent Tate Farmers Insurance South Jordan UT 12/2014 09/2016
Ryan Larson Allstate Insurance Spanish Fork UT 10/2016 11/2016
Utah Valley University Orem UT 11/2016 02/2017
Fidelity Brokerage Services, Llc American Fork UT 02/2017 02/2019
Royal Alliance Salt Lake City UT 02/2019 07/2019
Elevated Retirement Group Sandy UT 09/2019 07/2024
Elevated Capital Advisors, Llc Sandy UT 10/2020 07/2024
Da Epoxy Flooring Taylorsville UT 08/2023 Present
Dma Management, Llc Dba Equity Comp Fp Salt Lake City UT 04/2022 Present
  • 12/2014 → 09/2016
    Brent Tate Farmers Insurance
    South Jordan, UT
  • 10/2016 → 11/2016
    Ryan Larson Allstate Insurance
    Spanish Fork, UT
  • 11/2016 → 02/2017
    Utah Valley University
    Orem, UT
  • 02/2017 → 02/2019
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 02/2019 → 07/2019
    Royal Alliance
    Salt Lake City, UT
  • 09/2019 → 07/2024
    Elevated Retirement Group
    Sandy, UT
  • 10/2020 → 07/2024
    Sandy, UT
  • 08/2023 → Present
    Da Epoxy Flooring
    Taylorsville, UT
  • 04/2022 → Present
    Dma Management, Llc Dba Equity Comp Fp
    Salt Lake City, UT
Previous Registrations
Other Businesses

Daniel Allgaier is currently employed as the Owner/Operator of DA Epoxy Flooring, located at 6507 S. Silver Medal Dr, Taylorsville UT 84129. This position is non investment-related and involves the installation of epoxy flooring over concrete. Mr. Allgaier started this position in August 2023 and devotes about 40 hours/month, and 0 hours during trading hours to this position.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-04-10
  • S63 Uniform Securities Agent State Law Examination
    2017-04-10
Designations
Other Names
  • Daniel Mckay Allgaier
  • Daniel Allgaier

View on SEC IAPD

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