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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-05-12 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
475 N. 300 W. Suite 10, Kaysville, UT 84307 • United States
5663 Redwood Road Suite 2, Office 4, Taylorsville, UT 84123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garret Ward - Dba Ward Marketing Solutions, Llc | South Weber | UT | 10/2003 | Present |
| Retirement Wealth Advisors, Inc | South Weber | MI | 04/2014 | Present |
| Ascension Mortgage | South Weber | UT | 10/2003 | 02/2019 |
| Sendoutcards | South Weber | UT | 10/2003 | 10/2025 |
| Comprehensive Financial Group Inc. | South Weber | UT | 06/2014 | 01/2019 |
| Ascension Mortgage Broker | Cottonwood Heights | UT | 11/2020 | 07/2025 |
| Sbg Advisory Group | Taylorsville | UT | 01/2019 | Present |
| Diversified Home Loans | Logan | UT | 07/2025 | Present |
| Teachers Pension | Oakdale | CA | 10/2024 | Present |
(1) Garret Ward DBA Ward Marketing Solutions, LLC, Investment Related, 7468 South 1450 E. South Weber UT 84405, Insurance Sales; Ower/ Self Employed, 10/2003 - Present, - Hours Dedicated: 80 Hrs/ Mo; 80 Hrs During Trading, Sell insurance and annuities (2) Diversified Home Loans 165 E 1400 N, Logan, UT 84341 Mortgage Broker, Loan Officer, 11/2020 - Present, 5-10 Hrs/ Mo/ 5-10 Hrs/Mo During Trading, Loan Originator/ Broker (3) SBG Advisory Group; Investment Related; 5663 Redwood Road, Suite 2, Office 4, Taylorsville, UT 84123; Insurance and Investment Advisory; Owner; Started 01/2019; 100+ hours/month devoted; All hours devoted during securities trading hours; offer sale of insurance products and investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-09 |
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