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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-14 |
| WI | RA | APPROVED | 2016-06-20 |
| UT | RA | APPROVED | 2016-05-06 |
| CO | RA | APPROVED | 2014-09-30 |
| CA | RA | APPROVED | 2014-09-22 |
| FL | RA | APPROVED | 2014-09-22 |
| MI | RA | APPROVED | 2014-09-22 |
| WA | RA | APPROVED | 2013-05-22 |
| ID | RA | APPROVED | 2013-04-02 |
Branch Locations
10610 South Jordan Gateway Suite 210, South Jordan, UT 84095 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Salt Lake City | UT | 02/2013 | Present |
1) INTEGRATED FINANCIAL GROUP POSITION: Partner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2008 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: the preparation, sale of annuities, life insurance, long term care, and disability insurance 2) MEGA HOLDINGS LLC POSITION: MANAGER NATURE: OWNS RENTAL HOME INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2015 ADDRESS: 13511 FAIR HILL CT, DRAPER UT 84020 DESCRIPTION: LOOK OVER MORTGAGE STATEMENTS 3) FULLARK LLC POSITION: LIMITED PARTNER NATURE: INVESTMENT INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 13511 FAIR HILL CT, DRAPER UT 84020 DESCRIPTION: NONE 4) INTEGRATED 106 LLC POSITION: manager NATURE: An llc that we will eventually have our business building in and pay rent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: yearly tax return 5) S-CLARK CONSULTING POSITION: President NATURE: S- Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2013 ADDRESS: 10610 South Jordan Gateway, Suite 210, South jordan UT 84095, United States DESCRIPTION: Oversee my personal financial planning and recieves my commissions 6) S&S INVESTMENTS LLC POSITION: Owner - NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 13511 fair hill ct, Draper UT 84020, United States DESCRIPTION: Estate planning LLC with Family Hold some investments 7. KKCT HELENA, LLC POSITION: Partner NATURE: To hold a minority interest in a Multifamily commercial real estate project in Helena MT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2025 ADDRESS: 968 W Chapel Ridge Drive, SUITE 210, South Jordan UT 84095-7839, United States DESCRIPTION: No Formal Duties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-15 |
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