John Ivory Forsgren

Current Employers

Employment History

• 11/2012 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 05/2013 → 12/2017
  Interactive Financial Advisors
  South Jordan, UT

Previous Registrations

• 2013-06-04 → 2018-01-02
  Interactive Financial Advisors
  South Jordan, UT
• 2009-05-28 → 2012-11-16
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Longmont, CO
  South Jordan, UT
  South Jordan, UT
• 2006-04-18 → 2009-06-02
  Equitable Advisors, Llc
  New York, NY
  Longmont, CO
  Lakewood, CO
  Longmont, CO
  Longmont, CO
  Denver, CO
  Longmont, CO

Other Businesses

1. I AM PART OWNER OF BLACKRIDGE FINANCIAL GROUP LLC WITH DARREN MOFFITT. I AM OWNER OF FORSGREN FINANCIAL LLC TOO. Darren & I also have a DBA- BlackRidge Wealth Management - IS INVESTMENT RELATED IN THAT WE USE IT ON OUR BUSINESS CARDS AND LETTERHEAD. BLACKRIDGE FINANCIAL GROUP OWNS THE OFFICE CONDO WHERE WE CONDUCT BUSINESS. ADDRESS: 1268 W. SOUTH JORDAN PKWY, STE. 201, SOUTH JORDAN, UT 84095. I HAVE COMPLIANCE APPROVED BUSINESS CARDS AND LETTERHEAD FOR BLACKRIDGE WEALTH MANAGEMENT. FORSGREN FINANCIAL LLC IS FOR PERSONAL BUSINESS EXPENSES. I DO NOT USE IT IN ANY BUSINESS MARKETING. 2. LIFE INSURANCE LICENSED SINCE 2005 IN CO AND UT. LIFE INSURANCE SALES - 4 HOURS PER MONTH. 3. I AM ALSO APPOINTED WITH KELLOGG INSURANCE (FMO) FOR INSURANCE SALES WITH UNITED HEALTHCARE IN CONJUBCTION WITH MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENT SALES - 1 HOUR PER MONTH 4. FIXED INDEX ANNUITIES POSITION: AGENT NATURE: DETERMINE IF PRODUCTS OFFERED BY ADVISORSEXCEL FMO ARE APPROPRIATE FOR MY CURRENT OR FUTURE CLIENTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 06/16/2014 ADDRESS: 2950 SW MCCLURE RD, TOPEKA KS 66614 DESCRIPTION: EVALUATE ADVISORSEXCEL FIXED INDEX ANNUITIES AND FIXED ANNUITIES TO SEE IF THERE ARE SOME WHICH WILL BE BENEFICIAL TO MY CLIENTS. 5. UNITED HEALTH CARE (UHC) POSITION: Agent NATURE: Provide Medicare Advantage and Supplement information and quotes to clients. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2016 ADDRESS: 4242 Six Forks Rd, Ste. 1100, Raleigh NC 27609, United States DESCRIPTION: Represent Medicare Advantage and Medicare Supplement options offered by UHC to clients. 6. ADVISORS INSURANCE BROKERS POSITION: Agent NATURE: Provide LTC Insurance service and other insurance services & products as needed by my clients. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/13/2020 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065, United States DESCRIPTION: Provide Insurance information to my clients who need or are interested in the Insurance products provided by AIB. 7. "Miller Phase 2, LLC",Is Not Investment Related,"1268 W. South Jordan Pkwy, Ste. 201, South Jordan, UT, 84095, United States",Property Manager,Property Manager,2023-09-01,4 hours per month,0 hours per month during trading hours,Salary Compensation,"My business partner (Darren Moffitt) and I, were elected to take over the property management of the building in which we reside. The other business owners elected us to improve the look inside and out of the building and to help get it updated so it is more appealing to clients and business owners alike. Our duties are to obtain contracts for the bookkeeping, landscape update and upkeep, cleaning and maintenance of the common area and to run quarterly meetings with the owners to update them on what projects are being done. We are also responsible for troubleshooting any issues which come up. 8. J&S Forsgren Properties, LLC Is Not Investment Related, ADDRESS: 1579 N 180 E, , Lehi, UT, 84043-3485, United States", Property Rental, Property Owner, START DATE: 7/29/2025, 4 hours per month, 0 hours per month during trading hours, DESCRIPTION: I do not plan to take an hourly wage or salary. This is a property my wife & I purchased to get into the residential real estate rental market. This is our first residential rental property.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-08

Other Names

• John I. Forsgren