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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-18 |
Branch Locations
12671 High Bluff Dr Ste 200, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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