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6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-24 |
Branch Locations
6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States
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 |
|---|---|---|---|---|
| Forest Securities, Inc. | West Jordan | UT | 04/2016 | 05/2017 |
| Billeter Enterprises, Llc | West Jordan | UT | 06/2011 | Present |
| American Senior Benefits | West Jordan | UT | 06/2011 | Present |
| Legacy Wealth Management, Llc | West Jordan | UT | 11/2017 | 06/2019 |
| Lincoln Investment | Fort Washington | PA | 09/2019 | 08/2020 |
| Simple Financial, Llc | West Jordan | UT | 01/2023 | Present |
| Legacy Insurance & Financial Services, Llc | West Jordan | UT | 06/2011 | Present |
| Gradient Advisors, Llc | West Jordan | UT | 08/2020 | 12/2022 |
| Capital Analysts | West Jordan | UT | 09/2019 | 08/2020 |
LEGACY INSURANCE AND FINANCIAL SERVICES/American Senior Benefits POSITION: Field Manager NATURE: Insurance and Financial Services for Seniors INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 06/01/2011 ADDRESS: 6671 South Redwood Rd., Ste 200, West Jordan UT 84084, United States DESCRIPTION: Run a business for insurance Advisor Name: Nathan Billeter Name: Billeter Enterprises, LLC. Investment related: No Address: 2025 East Twin View Drive Salt Lake City Utah 84109 Nature: Entity for Tax and Liability purposes Position: Field Manager Start date: 06/13/2011 hours/month:160+ hours during securities trading hours: 8am 5pm MST Duties: Prospecting/client retention/getting new business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
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