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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-08 |
Branch Locations
991 Shephard Lane Suite 210, Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth | Farmington | UT | 06/2026 | Present |
| Voyant Wealth | Farmington | UT | 06/2026 | Present |
| E*Trade Securities Llc | Sandy | UT | 01/2019 | 07/2019 |
| Ebay Inc | Draper | UT | 10/2017 | 01/2019 |
| Olive Garden | Spanish Fork | UT | 09/2018 | 02/2019 |
| Home Depot | American Fork | UT | 05/2018 | 09/2018 |
| Cracker Barrel Country Stores | Springville | UT | 04/2017 | 11/2017 |
| Smith's Food And Drug | Orem | UT | 07/2016 | 05/2017 |
| E*Trade Securities Llc | Sandy | UT | 07/2019 | 10/2019 |
| Gohealth Inc | Lindon | UT | 10/2019 | 02/2020 |
| Fidelity Investments | American Fork | UT | 02/2020 | 06/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2026 |
VOYANT WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/01/2026 ADDRESS: 991 Shephard Lane, Suite 210, Farmington UT 84025, United States DESCRIPTION: Insurance sales and service for various carriers. DBA for financial services business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
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