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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2010-11-16 |
Branch Locations
2975 W Executive Pkwy Suite 112, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors, Llc | Farmington | UT | 01/2005 | Present |
| Tombs Maxwell, Llp | Farmington | UT | 11/2009 | Present |
| Amicus Settlement Planners, Llc | Farmington | UT | 03/2013 | Present |
| Maxwell Law Group, Llc | Farmington | UT | 03/2018 | Present |
| Gbm Management, Llc | Farmington | UT | 01/2016 | Present |
1. Tombs Maxwell, LLP/not investment-related/Lehi, Utah/Partner at law firm focusing on estate planning, tax planning, settlement planning and special needs lien resolution and probate/November 2009/less than 40 hours each month with less than half of those hours occurring during securities trading hours. 2. Maxwell Law Group LLP/not investment-related/1101 Connecticut Avenue NW Suite 450, Washington, DC 20036/Partner at law firm focusing primarily on personal injury lawsuits/March 2018/approximately 10% of time. 3. Insurance producer/investment-related/Farmington, UT/Life, accident and health insurance license/May 2006/approximately 5-10 hours per month and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-21 |
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