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Pocatello, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-21 |
| NY | RA | APPROVED | 2026-04-30 |
| CA | RA | APPROVED | 2026-03-12 |
| VA | RA | APPROVED | 2026-03-12 |
| TX | RA | APPROVED | 2026-03-05 |
| WY | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2025-12-15 |
| UT | RA | APPROVED | 2025-08-29 |
| MD | RA | APPROVED | 2025-08-28 |
Branch Locations
2901 Bluegrass Blvd. Suite 200, Lehi, UT 84043 • United States
Pocatello, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Financial & Estate Planning, Inc. | Pocatella | ID | 08/2025 | Present |
| Gateway Insurance Services, Inc. | Pocatella | ID | 04/2025 | Present |
| Gateway Financial & Estate Planning, Inc | Pocatella | ID | 03/2024 | 04/2025 |
| Dijee Marketing, Llc | Pleasant Grove | UT | 08/2023 | 11/2023 |
| Unemployed | Pleasant Grove | UT | 12/2023 | 03/2024 |
| Full-Time Student | Pleasant Grove | UT | 08/2015 | 12/2023 |
GATEWAY INSURANCE SERVICES, INC.; INV REL; POCATELLA, ID; INS SALES AND SERVICES; INSURANCE AGENT; 04/2025; APPROX 70% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-26 |
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