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7021 Kewanee Ave 4-102, Lubbock, TX 79424 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-06-13 |
Branch Locations
2975 W Executive Pkwy Suite 112, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amicus Financial Advisors, Llc | Farmington | UT | 08/2013 | Present |
| Amicus Settlement Planners, Llc | Farmington | UT | 08/2013 | Present |
| Tombs Maxwell Llp | Farmington | UT | 05/2014 | Present |
| Maxwell Law Group Llp | Farmington | UT | 03/2018 | Present |
| Society Of Settlement Planners, Inc. | Farmington | UT | 01/2016 | Present |
| Dbm Management, Llc | Farmington | UT | 01/2016 | Present |
1. Tombs Maxwell LLP/not investment-related/Farmington, UT/law firm partner/August 2015/full-time hours. 2. Maxwell Law Group LLP/not investment-related/Washington DC/law firm partner/March 2018/approximately 80 hours per week and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-13 |
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