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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-23 |
| UT | RA | APPROVED | 2024-11-08 |
Branch Locations
10808 S River Front Parkway Ste 359, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas Inc. | Orem | UT | 06/2006 | 09/2017 |
| Sagepoint Financial, Inc | Orem | UT | 01/2009 | 09/2017 |
| Securities America Inc | South Jordan | UT | 09/2017 | 06/2024 |
| Verus Capital Partners Llc | South Jordan | UT | 09/2017 | 10/2020 |
| Arbor Point Advisors | South Jordan | UT | 10/2020 | 11/2024 |
| Osaic Wealth, Inc. | South Jordan | UT | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. FREEDOM POINT FINANCIAL - DBA 2. KEELER THOMAS MANAGEMENT LLC POSITION: Consultant NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 40 START DATE: 09/12/2017 ADDRESS: 1327 S 800 E, Orem UT 84097, United States DESCRIPTION: I will be providing ongoing consulting work for Keeler Thomas and be working with one of the main principles at this company. 3. WEALTH ADVOCATES POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/01/2018 ADDRESS: 255 N Main St #100, Logan UT 84321, United States DESCRIPTION: I will be providing ongoing consulting work for Wealth Advocates. 4. SWEETKNOTBOWS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/16/2025 ADDRESS: 238 E Vista Way, North Salt Lake UT 84054, United States DESCRIPTION: Make handmade hair bows 5. INSURANCE POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/23/2025 ADDRESS: 10808 S. River Front Parkway Suite 359, South Jordan UT 84095, United States DESCRIPTION: provide life insurance to clients I used Vanbridge to as a third party to run quotes and process getting the policies in place. Currently I have policies with the following companies: Banner, GPM, Brighthouse 6. FREEDOM POINT FINANCIAL POSITION: Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/20/2025 ADDRESS: 10808 S. River Front Parkway Suite 359, South Jordan UT 84095, United States DESCRIPTION: Financial Planner 7. CHOULES FINANCIAL POSITION: Consultant NATURE: Consulting Services INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/01/2026 ADDRESS: 491 N Main St, Logan UT 84321, United States DESCRIPTION: I will be providing ongoing consulting work for Chloues Financial and be working with the main principle of this company.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2006-12-19 |
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