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190 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 11/2017 |
| Pursche Kaplan Sterlings Investments | Bountiful | UT | 11/2017 | 12/2021 |
| Capital Concepts | Bountiful | UT | 01/2017 | Present |
| Strategic Planning Group | Bountiful | UT | 01/2017 | 06/2019 |
| Brightstar Wireless | Riverdale | UT | 12/2015 | 02/2017 |
| Strategic Planning Group | Bountiful | UT | 06/2019 | Present |
| Thomas Craner, Sole Proprietor | Bountiful | UT | 09/2020 | Present |
1)INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; BOUNTIFUL, UT 84010; INSURANCE PRODUCT SALES AND SERVICES; CLIENT SERVICES; 09/2020; 16 HOURS/MONTH DURING SECURITIES HOURS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-22 |
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