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7084 South 2300 East, Salt Lake City, UT 84121 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-27 |
| UT | RA | APPROVED | 2020-09-21 |
Branch Locations
7084 South 2300 East, Salt Lake City, UT 84121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 07/2013 | 03/2018 |
| Townsquare Capital, Llc | Provo | UT | 03/2018 | 01/2021 |
| Wealth Management Tax Solutions | Bountiful | UT | 09/2012 | Present |
| Wealth Management Llc Dba Wealth Management Cpas | Salt Lake City | UT | 07/2020 | Present |
| Wealth Management Llc Dba Wealth Management Cpas | Salt Lake City | UT | 09/2010 | Present |
| Wealth Management Insurance Solutions, Llc | Salt Lake City | UT | 01/2020 | Present |
| Bkbc, Llc | Salt Lake City | UT | 08/2024 | Present |
| Wealth Management Health Solutions, Llc | Bountiful | UT | 12/2024 | Present |
1. Wealth Management Insurance Solutions; Insurance Agent; 01/2020; LIFE INSURANCE AND ANNUITY SALES; AGENT; DURING TRADING HOURS;200 HRS PER MONTH NON-VARIABLE INSURANCE SALES (FIXED LIFE) 2. Wealth Management Tax Solutions; Managing Partner; 09/2010 owner, tax planning and prep less than 10% of income and 20 hrs per month. 3. BKBC, LLC; Managing Partner; Started 08/2024; Not investment related; Approximately 10 hours are spent per month; Approximately 2 hours per month are spent during securities trading hours. 4. Wealth Management Health Solutions; Insurance Agent; 01/2020; HEALTH INSURANCE SALES; AGENT; DURING TRADING HOURS;1 HRS PER MONTH HEALTH INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-23 |
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