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Devin Dean Henderson

Fortunate

Midway, UT

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Current Employers
Fortunate

Midway, UT • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-07-13
  • UT RA
    APPROVED
    Since 2018-07-13

Branch Locations

Midway, UT • 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
Independent Insurance Agent Orem UT 01/2004 Present
Allegis Investment Advisors, Llc Idaho Falls ID 01/2014 Present
Fortunate, Llc Midway UT 06/2018 Present
  • 01/2004 → Present
    Independent Insurance Agent
    Orem, UT
  • 01/2014 → Present
    Allegis Investment Advisors, Llc
    Idaho Falls, ID
  • 06/2018 → Present
    Fortunate, Llc
    Midway, UT
Previous Registrations
  • 2014-02-06 → 2018-07-13
    Allegis Investment Advisors, Llc
    Midway, UT
    Idaho Falls, ID
    Midway, UT
  • 2010-03-30 → 2014-02-06
    Fortunate, Llc
    Midway, UT
Other Businesses

I WORK WITH SCHOOL TEACHERS UTILIZING THE 403B FIXED ANNUITY. I AM INDEPENDENTLY CONTRACTED WITH ING, GREAT AMERICAN AND LSW.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-17
  • S65 Uniform Investment Adviser Law Examination
    2009-12-17

View on SEC IAPD

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