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216 West St George Blvd. Suite 101, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED_RES | 2024-10-25 |
| UT | RA | APPROVED | 2024-02-14 |
Branch Locations
216 West St George Blvd. Suite 101, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silverstone Group Real Estate | St. George | UT | 05/2013 | 11/2023 |
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2015 | 01/2017 |
| Penn Mutual Life Ins Co | Horsham | PA | 01/2015 | 01/2017 |
| Hornor Townsend & Kent Inc | St George | UT | 08/2015 | 01/2017 |
| Selecthealth, Inc. | St. Murray | UT | 02/2016 | Present |
| Parker Advisory Group, Llc | St George | UT | 01/2017 | Present |
| Nuwealth Advisors, Llc | St George | UT | 08/2023 | Present |
1) Allegis Advisor Group. Agent. 10235 S Jordan Gateway Suite 420, South Jordan, UT 84095. January 2017. Insurance sales. Hours per month varies/as needed. Insurance sales and services for multiple carriers. 2) SelectHealth, Inc., Investment Related: No, Address: 5381 Green St, Murray, UT 84123, Nature of the business: Health Insurance, Position/Title/Relationship: Individual health insurance broker Start date of relationship: 02/2016, # hrs/month devoted to the business: 8 # hrs devoted during trading hours: 0, Duties relating to the business: Help clients enroll in health insurance plans. 3). Anderson Financial LLC - Investment Related-No. DBA Name Anderson Financial LL- Position: Proprietor/Owner. Address: 2451 W. Chardonnay Lane, St. George UT 84770. Start date: 01/19/2016. Nature of Activity: Pass through entity for insurance commission and IAR fees. Approx Hrs per mth: Less than 10hrs. Approx trading hrs per mth:less than 10hrs. Duties: general maintenance of LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-23 |
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