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David Dean Polatis

Managed Wealth Advantage, LLC

Saint George, UT

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Current Employers
Managed Wealth Advantage, Llc

1240 East 100 South Suite 3, Saint George, UT 84790 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2017-12-18
UT RA APPROVED 2012-10-09
  • NV RA
    APPROVED
    Since 2017-12-18
  • UT RA
    APPROVED
    Since 2012-10-09

Branch Locations

1240 East 100 South Suite 3, Saint George, UT 84790 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed (Insurance Sale Life/Healt St Georgia UT 06/1994 Present
Quadson Investments, Llc Dba Senior Advantage Saint George UT 10/1999 Present
Managed Wealth Advantage, Llc Saint George UT 04/2012 Present
  • 06/1994 → Present
    Self Employed (Insurance Sale Life/Healt
    St Georgia, UT
  • 10/1999 → Present
    Quadson Investments, Llc Dba Senior Advantage
    Saint George, UT
  • 04/2012 → Present
    Saint George, UT
Previous Registrations
Other Businesses

QUADSON INVESTMENTS, LLC, DBA SENIOR ADVANTAGE; INSURANCE; 1240 EAST 100 SOUTH #3 ST. GEORGE, UT 84790; OWNER/INSURANCE AGENT SINCE 1999; 120 HOURS; INSURANCE PRODUCTS AND SERVICES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-19
S63 Uniform Securities Agent State Law Examination 1998-11-06
  • S65 Uniform Investment Adviser Law Examination
    2012-03-19
  • S63 Uniform Securities Agent State Law Examination
    1998-11-06
Other Names
  • David Polatis

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