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6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-12 |
| UT | RA | APPROVED | 2023-03-27 |
Branch Locations
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | West Jordan | UT | 04/2008 | Present |
| Forest Securities, Inc | Chicago | IL | 01/2016 | 05/2017 |
| My Rental | West Jordan | UT | 08/2008 | 03/2018 |
| Legacy Insurance & Financial Services, Llc | West Jordan | UT | 04/2008 | Present |
| Beehive Marketing, Llc | West Jordan | UT | 10/2013 | Present |
| Legacy Wealth Management, Llc | Boise | ID | 05/2017 | 06/2019 |
| Lincoln Investment | Fort Washington | PA | 07/2019 | 08/2020 |
| Simple Financial, Llc | West Jordan | UT | 01/2023 | Present |
| Gradient Advisors, Llc | West Jordan | UT | 08/2020 | 12/2022 |
| Capital Analysts | West Jordan | UT | 08/2019 | 08/2020 |
| Avellino Financial Advisors, Inc. | West Jordan | UT | 01/2017 | 05/2017 |
LEGACY INSURANCE & FINANCIAL SERVICES POSITION: Managing Partner/Insurance Agent NATURE: Life & Health Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 200+ SECURITIES TRADING HOURS: 130 START DATE: 04/2008 ADDRESS: 6671 S. Redwood Road, Suite 200, West Jordan UT 84084, United States DESCRIPTION: Managing Partner/Insurance Agent Name: Beehive Marketing LLC Investment Related: No Address: 13971 S. Arrow Creek Dr., Draper UT 84020 Nature: Personal Services LLC ; Position: Owner Start Date: October 1, 2013 hours/month: 4 ; Hours during securities trading hours: 1 Duties: Owner/Operator Name: American Senior Benefits / Integrity Marketing Group Investment Related: Life & Health Insurance Sales Address: 6671 S. Redwood Rd. Suite 200, West Jordan, UT 84084 Nature: Life & Health Insurance Sales Brokerage Position: Regional Sales Manager / Managing Partner Start Date: 15 April 2008 / 1 Sept 2022 Hours/mo: 100 Hours During Securities Trading Hours: 85 Duties: Recruit, train, and support Life & Health Insurance Brokers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-18 |
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