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3115 East Lion Lane Suite160, Holladay, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-12 |
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| UT | RA | APPROVED | 2018-03-15 |
Branch Locations
3115 East Lion Lane Suite160, Holladay, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Capital Advisors, Llc | Murray | UT | 02/2016 | 11/2016 |
| Foursteps Financial, Llc | Salt Lake City | UT | 05/2017 | 11/2017 |
| David Krauser, Sole Proprietor | Salt Lake City | UT | 02/2016 | 06/2017 |
| You First Insurance, Llc | Holladay | UT | 02/2018 | Present |
| You First Financial Llc | Holladay | UT | 02/2018 | Present |
| Foursteps Insurance, Llc | Salt Lake City | UT | 06/2017 | 11/2017 |
You First Insurance, LLC; Insurance Agent; start 02/2018; Holladay, UT, Provide insurance services and sales; approx. 20 hr/month, 10 during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-28 |
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