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286 South 200 West Suite 230, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-05 |
| UT | RA | APPROVED | 2013-05-14 |
Branch Locations
286 South 200 West Suite 230, Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Landmark Wealth Advisors, Llc | Farmington | UT | 03/2013 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2013 | Present |
1) OUTSIDE SALES OF INSURANCE; investment-related; 286 South 200 West, Suite 230, Farmington, UT 84025; Insurance Sales; start 4/1/2002 2) R L BANGERTER PARTNERSHIP. Not Investment Related. 300 S. 200 W., Bountiful UT 84010. Family Partnership. Limited Partner. Start 1983. 1 hour per month, Holding company for real estate. 3) BOUNTIFUL CLEANERS, INC. Not Investment Related. 344 S 500 W., Bountiful UT 84010. Family Business. Secretary. Start 1983. 2 hours per month. 4) JBT EXPEDITIONS, LLC. Not Investment Related; Holding Company; Owner; Family Tax planning; start 8/1/2005 5) LANDMARK WEALTH ADVISORS, LLC. Investment Related. 286 South 200 West, Suite 230, Farmington UT 84025. RIA. Started 5/2013. 120 hrs/mo. 6) PKS FINANCIAL SERVICES. Investment Related. 80 State Street, Albany NY 12207. Fixed Insurance. Agent. Start 6/5/2013. Sales & Service of fixed life insurance and annuity contracts 7) TABB EXPEDITIONS, LLC. Not Investment Related. 210 W Chase Lane, Centerville, UT 84014. Estate Planning. Manager. Start 11/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-07 |
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