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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-20 |
Branch Locations
1414 E Murray Holladay Rd, Salt Lake City, UT 84117 • United States
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Lehi | UT | 03/2016 | 06/2024 |
| World Financial Group, Inc. | Lehi | UT | 12/2015 | 03/2026 |
| Western Affiliates Inc | Salt Lake City | UT | 05/1983 | Present |
| W Charles Richards Inc | Salt Lake City | UT | 05/1983 | Present |
| Osaic | Salt Lake City | UT | 07/2024 | 03/2026 |
| Your Ia | Salt Lake City | UT | 03/2026 | Present |
| Lincoln Financial | Salt Lake City | UT | 01/2000 | Present |
| Pacific Life | Salt Lake City | UT | 01/2010 | Present |
| Principle | Salt Lake City | UT | 01/2005 | Present |
| Aig | Salt Lake City | UT | 01/2000 | Present |
| Select Health | Salt Lake City | UT | 01/2015 | Present |
W Charles Richards, Inc. | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Sub S Corporation, Sales of Life Insurance and fixed annuities | President | Owner | May 1983 | 1 hour devoted each week and 1 hour each week devoted during trading hours | Life Insurance sales and fixed annuities. Western Affiliates Inc. | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | C Corporation, Life Insurance sales and fixed annuities. | President | Owner | May 1983 | 1 hour devoted each week and 1 hour each week devoted during trading hours | Company set up for tax planning purposes. Life insurance and fixed annuity sales outside of Broker Dealer. Lincoln Financial | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Insurance Agency | Insurance Agent | January 2000 | 1 hour per week | 1 hour per week during trading securities hours | Insurances sales. Pacific Life | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Insurance Agency | Insurance Agent | January 2010 | 1 hour per week | 1 hour per week during trading securities hours | Insurances sales. Principle | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Insurance Agency | Insurance Agent | January 2005 | 1 hour per week | 1 hour per week during trading securities hours | Insurances sales. AIG | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Insurance Agency | Insurance Agent | January 2000 | 1 hour per week | 1 hour per week during trading securities hours | Insurances sales. Select Health | Investment Related | 1414 E Murray Holladay Rd, Salt Lake City, UT 84117 | Insurance Agency | Insurance Agent | January 2015 | 1 hour per week | 1 hour per week during trading securities hours | Insurances sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-14 |
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