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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 02/2016 | 06/2019 |
| Links Consulting | Provo | UT | 05/2012 | 01/2021 |
| Magellan Capital Llc | Lehi | UT | 07/2018 | 12/2020 |
| Drive Wealth Advisers | Lehi | UT | 01/2021 | Present |
| M Holdings Securities, Inc. | Portland | OR | 04/2016 | 06/2018 |
1) Independent Insurance Agent , investment related, 3333 N. Digital Drive, Suite 360, Lehi UT 84043, Start Date 1/1/2021, Agent, approximately 40 hours/month with 30 hours during securities trading hours, Life Insurance and Annuity contracts. This is all fixed business but will be used to help client with their financial plans and needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-29 |
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