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901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-01 |
Branch Locations
901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security National Mortgage Company | Salt Lake City | UT | 05/2010 | Present |
| Global View Capital Management, Ltd | Pleasant Grove | UT | 01/2014 | 06/2019 |
| Global View Capital Insurance, Ltd. | Waukesha | WI | 11/2010 | 06/2019 |
| International Assets Investment Management, Llc | Pleasant Grove | UT | 06/2019 | 06/2022 |
| Kingswood Wealth Advisors, Llc | Alpine | UT | 06/2022 | 05/2023 |
| Owlfi | Lenexa | KS | 05/2023 | 08/2024 |
| Private Client Advisor Group, Llc | Palm City | FL | 07/2024 | Present |
1) SECURITY NATIONAL MORTGAGE COMPANY/ LIFE INSURANCE AGENT - not investment related - originating home loans/selling life insurance policies - home loans/life insurance business - loan officer/life insurance agent - 2005 - 50 hours (30 SNMC/20 life insurance) - 50 hours (30 SNMC/20 life insurance) - originate loans for clients to get home loans/sell life insurance policies to clients and help with estate planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-30 |
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