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7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-11-27 |
Branch Locations
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| At Home Nursing Care | Salt Lake City | UT | 10/2006 | 07/2018 |
| Unemployed | South Jordan | UT | 07/2018 | 10/2018 |
| New Millennium Group | Sandy | UT | 10/2018 | 04/2022 |
| Genwealth Advisory Group | Sandy | UT | 04/2022 | Present |
| Teton Wealth Group | Murray | UT | 05/2022 | 11/2023 |
1) GenWealth Advisory Group; Investment Related; 1218 E 7800 S Ste 200, Sandy, UT 84094; Advisor DBA Firm; Investment Advisor Representative/Insurance Producer; 04/2022; DBA used to offer financial advisory and insurance sales services. 2) Utah Life & Health Insurance Producer License; Insurance Sales; Independent Life/Health Insurance Agent; 08/2018; Approx. 12 hrs/mo; Approx. 12 hrs/mo during trading hours; Sale of Life, Health, and Medicare policies earning a commission on sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
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