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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-17 |
Branch Locations
7730 S Union Park Ave Suite 250, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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