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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-14 |
| UT | RA | APPROVED | 2020-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors, Llc | Cedar Hills | UT | 02/2020 | Present |
| Northwestern Mutual | Provo | UT | 04/2019 | 10/2019 |
| Canopy | Lehi | UT | 06/2018 | 04/2019 |
| Ken Garff Chevrolet | American Fork | UT | 06/2016 | 06/2018 |
| Jackson Hewitt | Orem | UT | 01/2020 | 04/2020 |
| Amicus Settlement Planners, Llc | Lehi | UT | 02/2020 | Present |
1. Insurance license/investment-related/Lehi, UT/independent insurance agent/October 2021/insurance sales/less than 20 hours per month and during trading hours 2. Atlas Wealth Management/investment-related/Lehi, UT/financial plan preparation/July 2026/approximately 10 -15 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
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