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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-05-05 |
| TX | RA | APPROVED_RES | 2015-05-05 |
| NJ | RA | APPROVED | 2015-02-13 |
| UT | RA | APPROVED | 2014-03-26 |
Branch Locations
10610 South Jordan Gateway Suite 210, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Salt Lake City | UT | 03/2013 | Present |
| Integrated Financial Group | Salt Lake City | UT | 07/2013 | Present |
1. INTEGRATED FINANCIAL GROUP POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/17/2013 ADDRESS: 10610 South Jordan Gateway #210, South Jordan UT 84095, United States DESCRIPTION: OFFERING ACCIDENT & HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE; COMMISSIONS AND SERVICE FEE-BASED GROUP INSURANCE BENEFITS, HEALTH SAVINGS ACCOUNTS, AND FIXED AND EQUITY-INDEXED ANNUITIES. 2. INTEGRATED 106, LLC POSITION: Member NATURE: This is an LLC created to own a building to be built in 2018 which we will likely move our office to. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway Ste 210, South Jordan UT 84095, United States 3. J HARPER CONSULTING LLC POSITION: Manager NATURE: Personal LLC used for tax planning purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2017 ADDRESS: 2561 W 1650 N, Lehi UT 84043, United States DESCRIPTION: Manage LLC for personal tax planning purposes 4. FAMILY FORGE INITIATIVE POSITION: Member NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/28/2025 ADDRESS: 2542 W 1775 N, Lehi UT 84043, United States DESCRIPTION: Assist in running foundation for charitable giving throughout the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-03 |
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