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7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-24 |
| UT | RA | APPROVED | 2024-01-17 |
Branch Locations
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genwealth Advisory Group | South Jordan | UT | 09/2007 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2017 | 07/2019 |
| M1 Wealth Management Llc | South Jordan | UT | 09/2019 | Present |
| New Millennium Group | Sandy | UT | 03/2020 | 04/2022 |
| Teton Wealth Group | Sandy | UT | 05/2022 | Present |
GenWealth Advisory Group. Investment Related. 9089 South 1300 West, Suite 110 West Jordan, UT 84088. Insurance/Annuity Sales. Owner/Agent. 09/2007. 120 hours per month. 120 hours per month during securities trading hours. Run an insurance agency. M1 Wealth Management, LLC - dormant entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-04 |
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