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11650 South State Street Suite 200, Draper, UT 84020-7150 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-04-13 |
| TX | RA | APPROVED_RES | 2023-04-13 |
| UT | RA | APPROVED | 2023-04-13 |
Branch Locations
11650 South State Street Suite 200, Draper, UT 84020-7150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lone Peak Advisers | Draper | UT | 04/2020 | Present |
| Premier Advisors | Salt Lake City | UT | 07/2013 | Present |
Independent Agent; Premier Advisors, LLC; investment related: No; Location: 84111; Description of the business: Preferred provider/agency for applying for and servicing health and pure term life insurance policies.; Responsibilities Duties: Apply for and service health and pure term life insurance policies.; Start date with business: 2013-07-18; Hours devoted to business during trading hours: 30; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 11;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-25 |
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