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2000 Ashton Blvd Ste. 120, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-10-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cakefu Llc | Henderson | NV | 01/2012 | 07/2018 |
| Brighter Wealth | Lehi | UT | 07/2018 | 09/2022 |
| Brighter Retirment | Lehi | UT | 09/2022 | Present |
| Brighter Retirement Advisors Llc | Lehi | UT | 10/2022 | Present |
1) Independent Insurance Agent; Investment Related; Location: 200 Ashton Blvd., Ste. 120, Lehi, UT 84043; Nature: Life insurance sales; Description: Research and offer life/annuity products to clients as part of their comprehensive retirement plan.; Start Date: 08-31-2023; Hours per month during trading hours: 8; Hours per month outside trading hours: 8.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-24 |
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