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1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
| UT | RA | APPROVED | 2022-04-12 |
Branch Locations
1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uma Financial Services | Salt Lake City | UT | 06/2012 | 09/2018 |
| Dentist Advisors | Salt Lake City | UT | 09/2018 | 10/2018 |
| Uma Financial Services | Salt Lake City | UT | 11/2018 | 03/2022 |
| Alliance Wealth Advisors, Llc | Centerville | UT | 04/2022 | Present |
| Alliance Wealth Advisors, Llc | Centerville | UT | 03/2024 | Present |
1) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-12 |
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