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240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-04-28 |
Branch Locations
240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
1826 East 3100 North Suite A, Layton, UT 84040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simple Financial, Llc | West Jordan | UT | 10/2022 | 02/2024 |
| Legacy Insurance & Financial Services, Llc | South Ogden | UT | 01/2014 | 01/2024 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 02/2024 | 04/2025 |
| Bond Financial Inc. | Kaysville | UT | 07/2014 | Present |
| Goar Financial Services | Layton | UT | 04/2025 | Present |
1.) BOND FINANCIAL, INC. I receive renewals from my business with Legacy Financial 2) Goar Financial Services - I am an employee of this company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2021-10-11 |
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