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1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-07-25 |
Branch Locations
1314 West 11400 South Suite 201, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tencap Wealth Coaching, Llc | South Jordan | UT | 07/2014 | Present |
| Independent Insurance Agent | Salt Lake City | UT | 06/2013 | Present |
| Oakstead Infusion Pharmacy | Layton | UT | 11/2015 | Present |
| Oakstead Infusion Pharmacy Of Eastern Idaho Llc | Layton | UT | 09/2021 | Present |
1) INDEPENDENT INSURANCE AGENT; SALT LAKE, UT;06/2013; INSURANCE SALES AND SERVICES; GREATER THAN 75% OF TIME IN THIS BUSINESS ACTIVITY. 2) Oakstead Infusion Pharmacy; Non-Investment Related; Layston, Utah; Closed-door pharmacy; Managing Member; November 2015. 3) Oakstead infusion Pharmacy of Eastern Idaho LLC; non-inv related; Owner/Managing Member; Start 09/2021; approximately 80% of time spent in this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-09 |
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