David Forrest Millheim

$8.88B regulatory AUM 7,181 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-08-22

Branch Locations

6005 Hidden Valley Road Suite 290, Carlsbad, CA 92011 • United States

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

Organization	City	State	From	To
P.J. Robb Variable Corp.	Salt Lake City	UT	10/2017	11/2018
Crump Life Insurance Services	Salt Lake City	UT	01/2016	11/2018
Php Agency	Addison	TX	11/2018	10/2019
Lifetime Wealth Solutions	Ogden	UT	07/2022	08/2024
Axxcess Wealth Management, Llc Dba Lifetime Wealth Solutions	Ogden	UT	08/2024	Present
Self Employed Insurance Agent	Salt Lake City	UT	10/2019	08/2022

10/2017 → 11/2018

P.J. Robb Variable Corp.

Salt Lake City, UT
01/2016 → 11/2018

Crump Life Insurance Services

Salt Lake City, UT
11/2018 → 10/2019

Php Agency

Addison, TX
07/2022 → 08/2024

Lifetime Wealth Solutions

Ogden, UT
08/2024 → Present

Axxcess Wealth Management, Llc Dba Lifetime Wealth Solutions

Ogden, UT
10/2019 → 08/2022

Self Employed Insurance Agent

Salt Lake City, UT

[1] Insurance; Not-Investment-Related; Ogden, UT; Insurance; Agent; Start 12/06/2019 Life, 07/2023 Accident & Health Insurance.

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-07-22
S66	Uniform Combined State Law Examination	2024-06-22
S63	Uniform Securities Agent State Law Examination	2011-11-15

Nearby Firms