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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-12-04 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
1895 East Rodeo Walk Drive Suite B200, Holladay, UT 84117 • United States
1575 South River Road, St. George, UT 84790 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saber And Shield Wealth Management, L.L.C. | South Jordan | UT | 08/2018 | 11/2019 |
| 2 Churros Holdings Llc | South Jordan | UT | 07/2014 | Present |
| Life Balance Clinic | St. George | UT | 07/2011 | 04/2017 |
| Retirement Wealth Advisors, Inc. | St. George | UT | 12/2019 | Present |
| Saber & Shield Wealth Management And Insurance Services | South Jordan | UT | 07/2015 | Present |
| J. Hartman Retirement Solutions | St. George | UT | 06/2020 | Present |
SABER & SHIELD WEALTH MANAGEMENT AND INSURANCE SERVICES; INVESTMENT RELATED; 4189 W. DARDANELLE DR, SOUTH JORDAN, UT 84009; INSURANCE; INSURANCE AGENT; STARTED 07/2015; 60 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. J. HARTMAN RETIREMENT SOLUTIONS; INVESTMENT RELATED; 4189 W. DARDANELLE DR., SOUTH JORDAN, UT 84009; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 06/2020; 60 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES AND SALE OF INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-02 |
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