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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-02 |
| CA | RA | APPROVED | 2023-10-01 |
Branch Locations
109 E. Escalones, San Clemente, CA 92672 • United States
10813 S River Front Pkwy Suite 100, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Reserves | Riverton | UT | 07/2018 | Present |
| Ignite Planners, Llc Dba Atlas Investment Management | San Clemente | CA | 10/2019 | Present |
| Various | Murray | UT | 01/2013 | 04/2018 |
(1) - Meal Prep Company, 8% ownership, located in South Jordan, Utah, address: 11274 Kestrel Rise Roade, Suite E, South Jordan, Utah 84009, opened on 12/1/2022. (2) - Life Insurance, address: 10813 S River front PKWY, Suite 100, South Jordan, Utah 84095; estimated 10-20 hours per week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-25 |
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