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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-11 |
| UT | RA | APPROVED | 2024-08-26 |
Branch Locations
428 E Winchester St, Ste 202, Salt Lake City, UT 84107 • United States
Farmington, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altura Benefits | Salt Lake City | UT | 01/2023 | Present |
| Loanpro | Farmington | UT | 09/2021 | 12/2022 |
| England Logistics | Salt Lake City | UT | 08/2020 | 09/2021 |
| University Of Utah | Salt Lake City | UT | 08/2019 | 08/2020 |
| Hardware Essentials | Orem | UT | 08/2018 | 09/2019 |
| Discover Financial Services | Salt Lake City | UT | 01/2017 | 08/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 11/2014 | 11/2016 |
| Cetera Advisor Networks | El Segundo | CA | 01/2023 | 03/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2024 | Present |
| Altura Financial Advisors | Salt Lake City | UT | 07/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES ; ADDRESS: 428 E WINCHESTER SUITE 202 SALT LAKE CITY, UT 84107; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2024 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS ; 2. NAME OF OTHER BUSINESS: ALTURA FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2023 POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER APX NUMBER OF HOURS PER WEEK: 38 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: RELATIONSHIP MANAGER 3. NAME OF OTHER BUSINESS: ALTURA BENEFITS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EMPLOYEE BENEFITS START DATE: 01/2023 POSITION/TITLE/RELATIONSHIP: RELATIONSHIP MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: SUPPORT OWNER (CRAIG PAULSON) WITH ORGANIZATION, ADMINISTRATIVE TASKS, AND SUPPORTING CLIENT NEEDS. 4. NAME OF OTHER BUSINESS: TY HADLEY; INVESTMENT RELATED: NO; ADDRESS: 119 W 1150 S FARMINGTON, UT 84025; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: OWNER/LANDLORD; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL OF BASEMENT SPACE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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