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6975 Union Park Ave. #600, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-03 |
| UT | RA | APPROVED | 2020-10-07 |
Branch Locations
6975 Union Park Ave. #600, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresight Wealth Management | Sandy | UT | 05/2016 | 08/2021 |
| Brighton Wealth Management, Inc. | Cottonwood Heights | UT | 09/2020 | Present |
| Wasatch Financial And Insurance Services Dba Blpg Investments | Salt Lake City | UT | 04/2022 | 12/2024 |
1.) Brighton Wealth Management; Investment Related; Cottonwood Heights, UT; RIA; President; Start Date 09/2020; Majority of professional time spent on this activity 2.) Kingbee Rentals, LLC; Not Investment Related; West Valley City, UT; Van Fleet Rental; Partner; Start Date 03/2021; Approximately 4 hours/month with 1 hour/month devoted during securities trading hours; Consultant on business structure and practices 3.) Unified Fleet Services, LLC; Not Investment Related; South Salt Lake City, UT; Municipal Auto Leasing; Partner; Start Date 05/2021; Approximately 4 hours/month with 4 hour/month devoted during securities trading hours; Consultant on business structure and practices
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-02 |
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