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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-13 |
Branch Locations
4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Draper | UT | 05/2016 | 06/2017 |
| Vivint Solar | Lehi | UT | 06/2017 | 12/2017 |
| Statcast Llc | Highland | UT | 04/2013 | Present |
| Wealth Foundations Partners, Llc | Salt Lake City | UT | 05/2025 | 05/2026 |
| Castleview Parners, Llc | Dallas | TX | 05/2026 | Present |
Aaron Havens works as a handyman at Statcast LLC DBA Highland Handyman; Not Investment Related; 10657 North Jerling Dr Highland UT 84003; Responsibilities: Misc. House Projects; Start date: 2023-03-01; 5 Hours per month devoted to business during trading hours; 5 Hours per month devoted to business outside trading hours; 10 Percent of total yearly compensation expected to be derived from the business. Aaron Havens works as an Life & Health Insurance Agent at Health and Life Insurance; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Provide life and health insurance to those that need it.; Start date: 2026-01-23; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 10. Aaron Phillip Havens works as a Personal Finance Educator, providing general personal financial education to students. Hours per month devoted to business: 20; Percentage of total yearly compensation expected to be derived from the business: 1. Aaron Havens works as an Operator at Mama Bear Holdings; Investment related: Yes; Location: 10657 North Jerling Dr Highland UT 84003; Description: Own and manage real estate holdings; Responsibilities Duties: Manage properties.; Start date: 2019-06-19; Hours per month devoted to business during trading hours: 3; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 40.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-30 |
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