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50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-02-19 |
| CA | RA | APPROVED | 2026-01-13 |
| ID | RA | APPROVED | 2025-10-16 |
| CO | RA | APPROVED | 2025-06-16 |
| TX | RA | APPROVED_RES | 2025-04-08 |
| UT | RA | APPROVED | 2025-03-28 |
Branch Locations
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retired, Not Employed | Herriman | UT | 01/2017 | 02/2020 |
| Health Equity | Draper | UT | 03/2005 | 05/2017 |
| Global View Capital Advisors, Llc | Waukesha | WI | 04/2020 | 03/2025 |
| Drivehsa | Chatham | NJ | 03/2020 | 04/2023 |
| Wealth Foundations Partners, Llc | Herriman | UT | 02/2025 | Present |
licensed to sell insurance Michael Cordell Chapman may accept compensation for the sale of insurance products, including asset based sales charges or service fees from the sale of mutual funds to Wealth Foundations Partners' clients. This presents a conflict of interest and gives the supervised person an incentive to recommend products based on the compensation received rather than on the client's needs. When recommending the sale of investment products for which the supervised persons receives compensation, Wealth Foundations Partners will document the conflict of interest in the client file and inform the client of the conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-25 |
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