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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-03 |
Branch Locations
849 N. 900 W., Orem, UT 84057 • United States
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 07/2013 | 12/2023 |
| Coppell Advisory Solutions Llc | Coppell | TX | 09/2024 | Present |
| Momentum Wealth | Orem | UT | 01/2024 | Present |
| Triad Wealth Partners | Lawrence | KS | 10/2025 | Present |
SEMPRE AVANTI, LLC DBA MOMENTUM WEALTH; INSURANCE AGENT; OREM, UT; INSURANCE SALES AND SERVICES; START 01/2024; APPROXIMATELY 20% OF TIME SPENT IN THIS BUSIINESS. DUTIES: SALE AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE INSURANCE, ANNUITIES, DISABILITY INCOME, AND LONG TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-18 |
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