James Rex Ivie

Current Employers

Healthequity Advisors

15 West Scenic Pointe Drive Suite 100, Draper, UT 84020 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2017-09-26
LA	RA	APPROVED	2017-09-25
TX	RA	APPROVED	2017-09-25

UT RA
APPROVED

Since 2017-09-26
LA RA
APPROVED

Since 2017-09-25
TX RA
APPROVED

Since 2017-09-25

Branch Locations

15 West Scenic Pointe Drive Suite 100, Draper, UT 84020 • 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

Organization	City	State	From	To
Healthequity, Inc.	Draper	UT	02/2013	Present
Healthequity Advisors, Llc	Draper	UT	12/2012	Present

02/2013 → Present

Healthequity, Inc.

Draper, UT
12/2012 → Present

Healthequity Advisors, Llc

Draper, UT

Previous Registrations

2012-10-02 → 2014-12-31

Alpine Advisors, Llc

Alpine, UT
2013-05-06 → 2014-12-31

Healthequity Advisors

Draper, UT
2011-03-10 → 2012-12-31

Financial Guard, Llc

Pleasant Grove, UT
2011-01-11 → 2011-01-18

Osaic Wealth, Inc.

South Jordan, UT
2007-09-13 → 2009-01-13

Osaic Fa, Inc.

Salt Lake City, UT

Other Businesses

NAME: HEALTHEQUITY, INC. - INVESTMENT RELATED=YES - ADDRESS: 15 W. SCENIC POINTE DR, SUITE 400, DRAPER, UT 84020 - POSITION: DIRECTOR OF TRUST INVESTMENTS - START: 02/2013 - HR/MO: 160 - HR/MO DURING TRADING: 80.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-19

S66 Uniform Combined State Law Examination

2006-01-19

Designations

Other Names

James R Ivie

View on SEC IAPD