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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-11-18 |
Branch Locations
1010 N 500 E Suite 200, North Salt Lake, UT 84054 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Will2Learn Inc | Bountiful | UT | 03/2008 | 05/2019 |
| Momentum Maximizer, Llc, D/B/A Thrive Retirement Planning | Farmington | UT | 03/2019 | Present |
| Ars Investment Advisors, Llc | Bountiful | UT | 06/2019 | 10/2020 |
| Retirement Wealth Advisors, Llc | Farmington | UT | 11/2020 | Present |
| Health & Wellness, Llc | Bountiful | UT | 02/2002 | 12/2023 |
MOMENTUM MAXIMIZER, LLC, D/B/A THRIVE RETIREMENT PLANNING; INVESTMENT RELATED; 262 NORTH UNIVERSITY AVE, FARMINGTON, UT 84025; INVESTMENT ADVISORY AND INSURANCE; OWNER; STARTED 03/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-19 |
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