Parker Jenkins Wagner

Current Employers

Employment History

• 07/2015 → 06/2017
  Church Of Jesus Christ
  Morristown, UT
• 06/2017 → 08/2020
  Student
  Salt Lake City, UT
• 06/2017 → 08/2017
  Valued Wealth Advisors
  Salt Lake City, UT
• 09/2017 → 02/2018
  Elite It Solutions
  Orein, UT
• 03/2018 → Present
  Vision Real Estate
  Provo, UT
• 08/2021 → 07/2023
  Independent Financial Group
  Holladay, UT
• 11/2021 → 11/2022
  Valued Wealth Advisors, Llc
  Holladay, UT
• 11/2022 → Present
  Valued Wealth Advisors, Llc
  Holladay, UT
• 01/2023 → Present
  Interwise Tax, Llc
  Holladay, UT
• 11/2022 → 07/2023
  Independent Financial Group
  Holladay, UT
• 10/2023 → Present
  Chauner Securities, Inc.
  Northbrook, IL

Previous Registrations

• 2022-07-08 → 2023-07-17
  Independent Financial Group, Llc
  Holladay, UT

Other Businesses

(1) VALUED WEALTH ADVISORS POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 10/25/2021 ADDRESS: 3115 East Lion Lane Ste 160 Holladay UT, United States DESCRIPTION: RIA. (2) OUTSIDE INSURANCE POSITION: Producer NATURE: Insurance outside of CSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/15/2020 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Outside insurance. (3) WAGNEC, LLC POSITION: Passive Member NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 2774 Delsa Drive, Salt Lake City UT 84124, United States DESCRIPTION: Business entity for tax purposes. (4) VISION REAL ESTATE POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2018 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Represent buyers and seller in residential real estate transactions (5) INTERWISE TAX POSITION: Employee Nature: Tax and Financial Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 TRADING HOURS: 5 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Tax and Financial Planning (7) INTERWISE POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/10/2023 ADDRESS: 3115 East Lion Lane Ste 160, Holladay, UT 84121, United States DESCRIPTION: Same as Valued Wealth Advisors LLC. Just a DBA. (8) Tech by Parker POSITION: Owner NATURE: Create Videos/Affiliate Links for Technology Products/Commission Payments, NOT Investment Related Start Date 4/2024 ADDRESS: N/A - No physical officer presence DESCRIPTION: Social Media You Tube Content

Exams

• S66 Uniform Combined State Law Examination
  2022-07-07

Other Names

• Parker Wagner