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One American Square, Indianapolis, IN 46282 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-27 |
| RI | RA | APPROVED | 2026-08-27 |
| OR | RA | APPROVED | 2026-08-12 |
| ID | RA | APPROVED | 2025-04-10 |
| SC | RA | APPROVED | 2025-02-07 |
| NC | RA | APPROVED | 2024-06-17 |
| AZ | RA | APPROVED | 2024-01-18 |
| FL | RA | APPROVED | 2023-01-11 |
| CA | RA | APPROVED | 2022-02-24 |
| UT | RA | APPROVED | 2021-07-14 |
Branch Locations
1225 E Fort Union Blvd Suite 350, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Cottonwood Heights | UT | 01/2021 | Present |
| Oneamerica Securities | Cottonwood Heights | UT | 03/2021 | Present |
| Al's Sporting Goods | Orem | UT | 08/2020 | 12/2020 |
| Zipz | Garden City | UT | 05/2020 | 08/2020 |
| Church Of Jesus Christ Of Latter Day Saints | Busan | 08/2018 | 05/2020 | |
| Unemployed | Hyde Park | UT | 06/2018 | 08/2018 |
| Cache County School District | North Logan | UT | 08/2017 | 06/2018 |
| Pizza Pie Cafe | North Logan | UT | 08/2016 | 05/2017 |
| Zipz | Garden City | UT | 05/2017 | 08/2017 |
| Sky View High School | Smithfield | UT | 08/2015 | 08/2017 |
| Green Canyon High School | North Logan | UT | 08/2017 | 06/2018 |
Non-variable insurance sales (fixed life, fixed annuities, health)**Owner: Gatherum Capital Management, LLC - financial services**Referral agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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