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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | American Fork | UT | 03/2015 | 08/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 08/2020 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 07/2021 | 12/2025 |
| Gohealth | Lindon | UT | 08/2020 | 01/2021 |
| Ascendo Resources | Minneapolis | MN | 01/2021 | 07/2021 |
| Principal Life Insurance Co | Saratoga Springs | UT | 03/2026 | Present |
| Principal Securities Inc | Saratoga Springs | UT | 03/2026 | Present |
| United Health Insurance | Salt Lake City | UT | 12/2025 | 03/2026 |
| World Financial Group | Sandy | UT | 02/2026 | 03/2026 |
| Kellogg Insurance Market | Draper | UT | 02/2026 | 03/2026 |
INSURANCE POSITION: Insurance NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 376 Bayside Drive, Saratoga Springs UT 84045, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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