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Current Employers
Landmark Wealth Advisors, Llc

286 South 200 West Suite 230, Farmington, UT 84025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-05
UT RA APPROVED 2013-05-14
  • TX RA
    APPROVED
    Since 2024-08-05
  • UT RA
    APPROVED
    Since 2013-05-14

Branch Locations

286 South 200 West Suite 230, Farmington, UT 84025 • 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
Landmark Wealth Advisors, Llc Farmington UT 03/2013 Present
Purshe Kaplan Sterling Investments Albany NY 05/2013 Present
Previous Registrations
  • 2002-04-24 → 2013-05-09
    Bountiful, UT
    Price, UT
  • 2004-11-01 → 2013-05-07
    Bangerter Financial Group
    Bountiful, UT
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-07
S63 Uniform Securities Agent State Law Examination 1995-03-07
  • S65 Uniform Investment Adviser Law Examination
    1997-04-07
  • S63 Uniform Securities Agent State Law Examination
    1995-03-07
Other Names
  • Tim Bangerter

View on SEC IAPD

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