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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-18 |
Branch Locations
9089 S 1300 W Suite 100, West Jordan, UT 84088 • United States
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions | Sandy | UT | 07/2015 | 09/2022 |
| Farmers Insurance Group | Sandy | UT | 07/2014 | 09/2022 |
| Rees Insurance Group Dba Crestwwod Retirement Solutions | Sandy | UT | 07/2014 | Present |
| Portfolio Medics | Bonita Springs | FL | 05/2026 | Present |
Mr. Rees is also an insurance agent through Rees Insurance Group dba Crestwood Retirement Solutions. In this role he transacts in insurance products including annuities. He spends approximately 30 hours a month during market and non-market hours in this endeavor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-29 |
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