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7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-14 |
Branch Locations
7251 W Lake Mead Blvd, Ste 300, Las Vegas, NV 89128 • United States
St. George, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Financial Services | Roosevelt | UT | 06/2015 | 10/2018 |
| Fbl Marketing Services | West Des Moines | IA | 03/2016 | 10/2018 |
| Fbl Financial Group | West Des Moines` | IA | 06/2021 | 04/2026 |
| Fbl Marketing Services | West Des Moines | IA | 07/2021 | 04/2026 |
| Winn-Marion, Barber | Gillette | WY | 10/2018 | 06/2021 |
| Fbl Wealth Management Llc | West Des Moines | IA | 06/2025 | 04/2026 |
| Forthright Capital Advisory Llc | St. George | UT | 04/2026 | Present |
1) INSURANCE AGENT - 2015 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO ADVISORY CLIENTS AND PROSPECTS. 30% OF TIME DEVOTED PER MONTH TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-15 |
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