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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-06-24 |
| TX | RA | APPROVED | 2024-06-10 |
Branch Locations
500 N Marketplace Drive Suite 222, Centerville, UT 84014 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salt Lake City | UT | 06/2012 | 03/2023 |
| Steward Partners Investment Solutions, Llc | Centerville | UT | 03/2023 | Present |
| Ensign Wealth Partners, Llc | Centerville | UT | 08/2022 | Present |
| Steward Partners Investment Advisory, Llc | Centerville | UT | 06/2024 | Present |
1) PUNSWED I LLC; INVESTMENT RELATED; FARMINGTON, UT; LLC FOR RENTAL PROPERTY OWNERSHIP & MANAGEMENT; 100% OWNERSHIP WITH SPOUSE; START DATE = 03/01/11; 5 HOURS DEVOTED PER MONTH; NONE DURING TRADING HOURS. 2) DEWSNUP WEALTH MANAGEMENT LLC, INV RELATED, CENTERVILLE, UT, 100% OWNERSHIP, START 8/3/2012, 5 HOURS PER MONTH, ZERO DURING TRADING. 3) DewMaughan LLC; Nature of Business: Real Estate Rental; Farmington, UT; Position/Title: Collect Rent and Pay Liabilities; Start Date: 04/23/2024; Hours per month devoted to activity: 2; Hour per month devoted to activity during trading hours: 0; Not investment related. 4) TeeBox; Nature of Business: Golf Simulator/gym; City/State: Kaysville, UT; Position/Title: Managing Member; Duties: Owner; Start date: 12/27/2024; 10 HRS/MO devoted to activity; 0 HRS/MO devoted during business hours; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-19 |
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