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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-12 |
| UT | RA | APPROVED | 2021-01-26 |
Branch Locations
566 West 800 North Suite 203, Orem, UT 84057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hansen Chiropractic | Orem | UT | 07/2015 | 07/2018 |
| Hobble Creek Wealth | Orem | UT | 08/2018 | Present |
| New Planner Recruiting | Athens | GA | 08/2018 | 01/2019 |
| Osaic Wealth, Inc. | Orem | UT | 11/2019 | Present |
1. Hobble Creek Wealth. The business is investment related. Address: 566 W 800 N Suite 203 Orem, UT 84057. I work as an Administrative Assistant. I started 08/2018. I devote 160 a month. I devote 100 hours during securities trading hours. I am an assistant to a registered representative. I help with paperwork, scheduling, and taking notes during appointments. 2. MCKAY WARREN POSITION: Broker NATURE: Sole Proprietorship. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 566 W 800 N, 203, Orem UT 84057, United States DESCRIPTION: I quote and sell term life insurance policies. 3. PEACEFUL DIVORCE SOLUTIONS POSITION: Divorce Consultant NATURE: I would be a contracted consultant for Peaceful Divorce Solutions. They are a mediation service for divorcing couples. They would contract me to create a summation of total household assets (real estate, cars, furniture, cash, bank accounts, investments, etc.) and present a proposed equitable division of the property for the attorneys and the mediator to use to create the divorce decree. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 8 START DATE: 05/01/2025 ADDRESS: 306 E 160 N, American Fork UT 84003, United States DESCRIPTION: Enter in summation of marital property into a Family Law software. Conduct an interview of both the husband and wife to learn about the preferred outcome in the divorce for the property Use the Family Law software to determine an equitable division of the property Use the Family Law software to give a suggested figure for spousal and child support Attend mediation to present the proposed equitable split.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-01 |
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