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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-03 |
| TX | RA | APPROVED | 2024-04-03 |
| UT | RA | APPROVED | 2024-04-03 |
Branch Locations
109 E. Escalones, San Clemente, CA 92672 • United States
10813 S. River Front Parkway Suite 100, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lds Mission | Samara | 07/2013 | 07/2017 | |
| Foresight Wealth Management | Salt Lake City | UT | 07/2017 | 09/2022 |
| Ignite Planners Llc Dba Atlas Investment Management | San Clemente | CA | 09/2022 | Present |
1.) Atlas Investment Management; Investment-Related; San Clemente, CA; Life Insurance; Advisor and Chief Client Service Officer; Start Date: 08/28/2024; 15 hours per month; 15 hours per month during securities trading hours; & Ability to offer Life Insurance products to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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