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Current Employers
Brighton Wealth Management, Inc.

6975 Union Park Ave. #600, Cottonwood Heights, UT 84047 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-11-03
UT RA APPROVED 2020-10-07
  • TX RA
    APPROVED_RES
    Since 2021-11-03
  • UT RA
    APPROVED
    Since 2020-10-07

Branch Locations

6975 Union Park Ave. #600, Cottonwood Heights, UT 84047 • 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
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
  • 05/2016 → 08/2021
    Foresight Wealth Management
    Sandy, UT
  • 09/2020 → Present
    Cottonwood Heights, UT
  • 04/2022 → 12/2024
    Wasatch Financial And Insurance Services Dba Blpg Investments
    Salt Lake City, UT
Previous Registrations
  • 2022-05-17 → 2024-12-31
    Blpg Investments
    Salt Lake City, UT
  • 2016-05-25 → 2021-08-11
    Foresight Wealth Management, Llc
    Draper, UT
  • 2012-06-29 → 2015-02-19
    Strategis Financial Group, Inc
    Orem, UT
  • 2011-03-03 → 2012-06-01
    Cottonwood Heights, UT
  • 2009-07-10 → 2011-03-01
    Yellowstone Partners
    Idaho Falls, ID
  • 2008-05-20 → 2009-12-31
    Wind River Advisors, L.L.C.
    Idaho Falls, ID
  • 2004-01-28 → 2004-05-26
    Davidson Trust Co.
    Salt Lake City, UT
  • 2003-07-30 → 2003-12-31
    Davidson Trust Co.
    Salt Lake City, UT
  • 2002-09-26 → 2003-05-01
    Wells Fargo Investments, Llc
    Salt Lake City, UT
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-02-21
S65 Uniform Investment Adviser Law Examination 1995-10-02
  • S63 Uniform Securities Agent State Law Examination
    2001-02-21
  • S65 Uniform Investment Adviser Law Examination
    1995-10-02
Designations

View on SEC IAPD

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