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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-11-17
  • UT RA
    APPROVED
    Since 2025-11-17

Branch Locations

7730 S Union Park Ave Suite 250, Midvale, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jacob Jarvis Orhtodontics Eagle ID 08/2016 02/2020
River City Dentistry Boise ID 08/2020 04/2021
Amazon Boise ID 06/2022 08/2022
Salt Lake City Country Club Salt Lake City UT 08/2022 11/2023
Beagle Investments Salt Lake City UT 03/2023 04/2025
The Club At Promontory Park City UT 05/2024 08/2024
Unemployed Eagle ID 02/2020 08/2020
Unemployed Eagle ID 04/2021 06/2022
Unemployed Eagle ID 04/2025 07/2025
Cetera Wealth Services, Llc El Segundo CA 07/2025 11/2025
Cetera Investment Advisers Llc Schaumburg IL 10/2025 11/2025
Cui Wealth Management Midvale UT 11/2025 Present
Osaic Wealth Inc Midvale UT 11/2025 Present
  • 08/2016 → 02/2020
    Jacob Jarvis Orhtodontics
    Eagle, ID
  • 08/2020 → 04/2021
    River City Dentistry
    Boise, ID
  • 06/2022 → 08/2022
    Amazon
    Boise, ID
  • 08/2022 → 11/2023
    Salt Lake City Country Club
    Salt Lake City, UT
  • 03/2023 → 04/2025
    Beagle Investments
    Salt Lake City, UT
  • 05/2024 → 08/2024
    The Club At Promontory
    Park City, UT
  • 02/2020 → 08/2020
    Unemployed
    Eagle, ID
  • 04/2021 → 06/2022
    Unemployed
    Eagle, ID
  • 04/2025 → 07/2025
    Unemployed
    Eagle, ID
  • 07/2025 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2025 → 11/2025
    Schaumburg, IL
  • 11/2025 → Present
    Cui Wealth Management
    Midvale, UT
  • 11/2025 → Present
    Midvale, UT
Previous Registrations
Other Businesses

1. CUI WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 11/11/2025 ADDRESS: 7730 S Union Park Ave, Suite 250, Midvale UT 84047, United States DESCRIPTION: The Associate Advisor is responsible for generating new business, cultivating client relationships, and delivering exceptional financial planning and investment advisory services. This role drives revenue growth for the firm by focusing on prospecting, sales, and relationship management while ensuring clients receive ongoing, personalized advice that supports their financial goals. 2. CUI WEALTH MANAGEMENT POSITION: Associate Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/11/2025 ADDRESS: 7730 Union Park Ave, Midvale UT 84047, United States DESCRIPTION: The Associate Advisor is responsible for generating new business, cultivating client relationships, and delivering exceptional financial planning and investment advisory services. This role drives revenue growth for the firm by focusing on prospecting, sales, and relationship management while ensuring clients receive ongoing, personalized advice that supports their financial goals. Those financial goals can include fixed insurance or other insurance needs that align with my life and health license.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22

View on SEC IAPD

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