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6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APP_PEND_IARCE | 2026-01-01 |
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| ID | RA | APPROVED | 2023-05-08 |
| UT | RA | APPROVED | 2023-03-24 |
Branch Locations
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iridium Artist Inc | Highland | UT | 11/2018 | Present |
| 365 Touring International, Inc | Encino | CA | 08/2017 | 10/2018 |
| Bg Tours Llc | Los Angeles | CA | 01/2015 | 07/2017 |
| Legacy Insurance & Financial Services, Llc | West Jordan | UT | 08/2019 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2020 | 12/2022 |
| Simple Financial, Llc | West Jordan | UT | 01/2023 | Present |
| American Senior Benefits | West Jordan | UT | 04/2008 | Present |
| Tsg | Brooklyn | NY | 04/2009 | 08/2019 |
Legacy Insurance & Financial Services/American Senior Benefits | Investment Related | West Jordan, Utah | Insurance sales/Licensed Insurance Agent | 08/05/2019 | 160 hours a month | 130 hours a month during security trading hours | Selling Insurance and meeting with clients. Iridium Artist Inc. Investment related: no Address: 12224 N Bridgegate Way, Highland, UT 84003 Nature: Holdings Corp Position: CEO Start date: 11/2018 hours/month: 10 hours during securities trading hours: none Duties: general ops & accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
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