David Rawson

Employer firm

Three Phases Wealth Advisors LLC CRD 338143

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → Present
  Centsei Llc
  Indian Trail, NC
• 11/2024 → Present
  Franklincovey
  Draper, UT
• 07/2022 → 11/2024
  Franklincovey
  Draper, UT
• 04/2021 → 07/2022
  Bamboohr
  Lindon, UT
• 01/2021 → 05/2021
  Cougar Consulting Group
  Houston, TX
• 10/2020 → 03/2021
  Caravel Associates
  Provo, UT
• 07/2016 → 07/2018
  Church Of Jesus Christ Of Latter-Day Saints.
  Salt Lake City, UT
• 07/2018 → 05/2019
  Bantam Sports
  West Jordan, UT
• 05/2019 → 10/2020
  Basketball Coach
  Provo, UT
• 06/2025 → Present
  Three Phases Wealth Advisors Llc
  Indian Trail, NC

Other Businesses

the name of the other business; FranklinCovey whether the business is investment-related; not investment related the address of the other business; 2200 West Parkway Blvd Salt Lake City, UT 84119 the nature of the other business; Leadership Training your position; title, or relationship with the other business; Remote - Customer Success Manager the start date of your relationship; 11/2024 the approximate number of hours/month you devote to the other business; 40 hours or 24% a month the number of hours you devote to the other business during securities trading hours; 40 hours or 24% a month and briefly describe your duties relating to the other business; Provide Leadership training and manage client accounts the name of the other business; Centsei LLC whether the business is investment-related; not investment related the address of the other business; 1015 Canopy Dr. Indian Trail NC 28079 the nature of the other business; Personal Finance Coaching your position; title, or relationship with the other business; Financial Coach/Account Executive/Independent Contractor the start date of your relationship; April 2023 the approximate number of hours/month you devote to the other business; 10 hours a month or 6% the number of hours you devote to the other business during securities trading hours; 10 hours a month or 6% and briefly describe your duties relating to the other business; Provide Financial Coaching to families on financial strategies to accelerate progress to eliminate debt, grow savings, and build wealth.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-26