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7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-01-28 |
| UT | RA | APPROVED | 2025-01-02 |
Branch Locations
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Millennium Group | Sandy | UT | 03/2021 | 04/2022 |
| First Choice Heating & Air | Bluffdale Cove | UT | 09/2020 | 03/2021 |
| Action Plumbing | Salt Lake City | UT | 05/2020 | 09/2020 |
| Hvac Construction | North Salt Lake | UT | 01/2019 | 05/2020 |
| Holmes Heating & Cooling | Lehi | UT | 12/2018 | 01/2019 |
| Vivint, Inc. | Provo | UT | 05/2018 | 12/2018 |
| Papa John'S | Orem | UT | 05/2017 | 12/2018 |
| Unemployed | Orem | UT | 02/2017 | 05/2017 |
| White Knight Pest Control | Provo | UT | 12/2016 | 02/2017 |
| Papa John'S | Orem | UT | 09/2015 | 12/2016 |
| Teton Wealth Group | Murray | UT | 05/2022 | 03/2023 |
| Foundations Investment Advisors, Llc | St George | UT | 05/2023 | 07/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 09/2024 | Present |
| Wasatch Retirement Planning | Lehi | UT | 08/2024 | Present |
| Stauffer Retirement Planning | South Jordan | UT | 04/2023 | 07/2024 |
1) Wasatch Retirement Planning; Yes Investment Related; 7622 N Sparrowhawk Way Eagle Mountain UT, 84005; Annuity/Life Insurance Sales; Producer; 8/15/2024; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Recommend appropriate insurance products based on clients needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-14 |
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