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Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-10-30
  • UT RA
    APPROVED
    Since 2025-10-30

Branch Locations

South Jordan, UT • United States

109 E. Escalones, San Clemente, CA 92672 • 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
Atlas Investment Mgmt South Jordan UT 12/2021 Present
Utah Valley University Orem UT 08/2024 04/2025
Boardco Springville UT 11/2021 08/2024
Utah Valley University Orem UT 01/2022 Present
The Church Of Jesus Christ Of Latter-Day Saints Jacksonville FL 06/2019 11/2019
Marriott Towneplace Suites Draper UT 06/2019 11/2019
Middle School & High School Draper UT 01/2015 06/2019
Not Employed N/A UT 11/2019 12/2021
  • 12/2021 → Present
    Atlas Investment Mgmt
    South Jordan, UT
  • 08/2024 → 04/2025
    Utah Valley University
    Orem, UT
  • 11/2021 → 08/2024
    Boardco
    Springville, UT
  • 01/2022 → Present
    Utah Valley University
    Orem, UT
  • 06/2019 → 11/2019
    The Church Of Jesus Christ Of Latter-Day Saints
    Jacksonville, FL
  • 06/2019 → 11/2019
    Marriott Towneplace Suites
    Draper, UT
  • 01/2015 → 06/2019
    Middle School & High School
    Draper, UT
  • 11/2019 → 12/2021
    Not Employed
    N/A, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-22

View on SEC IAPD

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