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280 Miron Drive, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-02-27 |
Branch Locations
280 Miron Drive, Southlake, TX 76092 • United States
1275 E Fort Union Park Ave, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Retirement Planning | Cottonwood Heights | UT | 10/2012 | 05/2018 |
| Lake Point Advisory Group | Sandy | UT | 07/2018 | 01/2022 |
| Ae Wealth Management, Llc | Cottonwood Heights | UT | 04/2016 | 07/2020 |
| Mercer Global Advisors | Sandy | UT | 01/2022 | 12/2022 |
| Openair Financial, Llc | Midvale | UT | 01/2023 | Present |
| Openair Advisory, Llc | Midvale | UT | 01/2023 | Present |
OpenAir Advisory, LLC; Inv Rel; Insurance Sales and Services; Midvale, UT; Insurance Sales; Insurance Agent; start date 01/2023; 10% of time spent in this practice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-20 |
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