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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-11-14 |
| UT | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED | 2025-10-31 |
Branch Locations
1100 E. 6600 S.? Suite 201, Salt Lake City, UT 84121 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
849 N. 900 W., Orem, UT 84057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibbs Wealth Management, Llc | Alpharetta | GA | 06/2020 | 11/2021 |
| Sempre Avanti, Llc Dba Pesci Financial Group | Orem | UT | 11/2009 | 03/2024 |
| Visionary Wealth Management, Llc | Alpharetta | GA | 12/2020 | 08/2021 |
| Coppell Advisory Solutions Llc | Dallas | TX | 08/2021 | Present |
| Sempre Avanti, Llc Dba Momentum Wealth | Orem | UT | 03/2024 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
1.) SEMPRE AVANTI, LLC DBA MOMENTUM WEALTH; OWNER/INSURANCE AGENT; OREM, UT; INSURANCE SALES AND SERVICES; START 11/2009; APPROXIMATELY 80% OF TIME SPENT IN THIS BUSIINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
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