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3200 Club House Dr. Suite 125, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-09-13 |
Branch Locations
3200 Club House Dr. Suite 125, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindner Capital Advisors, Inc | Marietta | GA | 08/2015 | 11/2016 |
| Transamerica Capital Inc. | Denver | CO | 11/2016 | 02/2018 |
| Dynamic Wealth Advisors | Phoenix | AZ | 10/2018 | 04/2019 |
| Keller Williams East Idaho | Idaho Falls | ID | 02/2018 | 10/2018 |
| Massmutual Life Insurance Company | Idaho Falls | ID | 03/2019 | 09/2019 |
| Mml Investors Services, Llc | Idaho Falls | ID | 04/2019 | 09/2019 |
| Dynamic Wealth Advisors | Phoenix | AZ | 10/2019 | 04/2021 |
| Laffer Tengler Investments, Inc. | Brentwood | TN | 04/2021 | 09/2022 |
| Equip Real Estate | Idaho Falls | ID | 09/2022 | Present |
RICHARD IS A LICENSED REAL ESTATE AGENT WITH SILVERCREEK REALTY (DBA- EQUIP REAL ESTATE) AT 2002 JENNIE LEE DR IDAHO FALLS ID 83404 NATURE: LICENSED REAL ESTATE AGENT, POSITION: AGENT, START DATE: 9/22, NO HRS/MO: 20, NO HRS/MO DUR TRADING: 0, NOT INVESTMENT RELATED RICHARD IS INSURANCE LICENSED BUT DOES NOT CURRENTLY ENGAGE IN THE PROMOTION OR SALE OF INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-03 |
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