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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-10-30 |
Branch Locations
4685 S Highland Drive Suite 224-E, Holladay, UT 84117 • United States
Salt Lake City, UT • United States
317 State Street, Guthrie Center, IA 50115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Salt Lake City | UT | 08/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 11/2016 | 03/2019 |
| Triad Advisors | Norcross | GA | 03/2019 | 09/2020 |
| Resources Investment Advisors | Overland Park | KS | 03/2019 | 10/2020 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 08/2020 | Present |
1) Appointment with multiple carriers; investment related; Sandy, UT 84070; life & annuity products; agent; 3/7/2019; 40 hrs/month; 4 hrs during trading; sell life & annuity products 2) Insurance sales (medicare); not investment related; Sandy, UT 84070; insurance sales;agent;8/22/2019; 5 hrs/month;.3 hrs during trading; selling medicare advantage/supplement plans for retirement planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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