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Current Employers
Independent Financial Group, Llc

12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-18
  • UT RA
    APPROVED
    Since 2026-03-18

Branch Locations

Lehi, UT • United States

12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Concepts Wealth Management Lehi UT 06/2022 Present
The Church Of Jesus Christ Of Latter Day Saints Salt Lake City UT 06/2020 06/2022
Lehi High School Lehi UT 08/2016 05/2020
S&S Connections Lehi UT 08/2016 06/2020
Lpl Financial Llc Lehi UT 06/2022 03/2026
Independent Financial Group, Llc Lehi UT 03/2026 Present
  • 06/2022 → Present
    Summit Concepts Wealth Management
    Lehi, UT
  • 06/2020 → 06/2022
    The Church Of Jesus Christ Of Latter Day Saints
    Salt Lake City, UT
  • 08/2016 → 05/2020
    Lehi High School
    Lehi, UT
  • 08/2016 → 06/2020
    S&S Connections
    Lehi, UT
  • 06/2022 → 03/2026
    Lehi, UT
  • 03/2026 → Present
    Lehi, UT
Previous Registrations
Other Businesses

COLUMBUS LIFE INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 601 S. 2575 West, Lehi UT 84043, United States DESCRIPTION: I sell life insurance directly through Columbus Life MULTISERVE INSURANCE POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2022 ADDRESS: 1987 N 550 W Street, Provo UT 84601, United States DESCRIPTION: I sell home, auto, and business insurance through Multiserve HIGHLIGHT CAPITAL POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 06/16/2026 ADDRESS: 601 S. 2575 West, Lehi UT 84043, United States DESCRIPTION: This will be the brokerage I will be selling term life insurance through.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-03-03

View on SEC IAPD

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