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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-03-27 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
Toquerville, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | West Jordan | UT | 03/2012 | Present |
| Forest Securities, Inc | St. George | UT | 02/2016 | 05/2017 |
| Gradient Advisors, Llc | St. George | UT | 09/2020 | 12/2022 |
| Randy Farish Insurance | St. George | UT | 02/2012 | Present |
| Simple Financial, Llc | St. George | UT | 01/2023 | 02/2024 |
| Legacy Insurance & Financial Services, Llc | St. George | UT | 03/2012 | Present |
| Legacy Wealth Management, Llc | St. George | UT | 10/2018 | 06/2019 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 02/2024 | Present |
NAME: Legacy Insurance & Financial Services POSITION: Field Manager. NATURE: Insurance sales (personal production). INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/16/2012 ADDRESS: 1664 S Dixie Dr, H-105, St George UT 84770; DESCRIPTION: Solicit and effect insurance sales. Provide service to existing clients. Manage other agents. NAME: American Senior Benefits; POSITION: Agent/Manager; NATURE: Insurance; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 03/16/2012 ADDRESS: 1664 S Dixie Dr, H-105, St George UT 84770; DESCRIPTION: Solicit and effect insurance sales. Provide service to existing clients. Manage other agents. NAME: Randy Farish Insurance; POSITION: Insurance Agent; NATURE: Insurance; INVESTMENT RELATED: Yes; NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/2012 ADDRESS: 1664 S Dixie Dr, H-105, St George UT 84770; DESCRIPTION: Solicit and effect insurance sales. Provide service to existing clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-10 |
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