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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-03 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
849 N. 900 W., Orem, UT 84057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Momentum Wealth | Oren | UT | 01/2024 | Present |
| Coppell Advisory Solutions | Coppell | TX | 02/2025 | Present |
| Utsa | San Antonio | TX | 08/2015 | 03/2017 |
| Acadian Ambulance | Schertz | TX | 03/2017 | 08/2018 |
| Bering Straits/Decypher | Lackland Afd | TX | 09/2018 | 03/2022 |
| Intuitive Surgical | Slc | UT | 03/2022 | 12/2023 |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
SEMPRE AVANTI, LLC DBA MOMENTUM WEALTH; INSURANCE AGENT; OREM, UT; INSURANCE SALES AND SERVICES; START 01/2024; APPROXIMATELY 80% OF TIME SPENT IN THIS BUSIINESS. DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-10 |
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