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120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
Branch Locations
120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States
489 S. Jordan Parkway Suite 310, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paradigm Life Insurance | Salt Lake City | UT | 02/2014 | 12/2019 |
| Divergent Wealth Advisors | South Jordan | UT | 12/2019 | 10/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2021 | Present |
| Nfp Retirement, Inc. | Aliso Viejo | CA | 10/2024 | 10/2025 |
| Wealthspire Retirement Advisory | Aliso Viejo | CA | 10/2025 | Present |
1. Fixed Insurance, Investment Related , Insurance Sales, Insurance Agent, address 2410 W. 2200 N,Lehi, Utah 84043 since 3/23/2015 7. 1 hrs 8. 0 hrs during trading 9. Insurance and Fixed annuity sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-31 |
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