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118 W. Winchester Street Suite 101, Murray, UT 84107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-05-09 |
Branch Locations
118 West Winchester Street Suite 101, Murray, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co. | Salt Lake City | UT | 07/2006 | 10/2016 |
| Key Bank | Slc | UT | 10/2016 | 04/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2018 | Present |
| Bingham High School | South Jordan | UT | 08/2021 | Present |
| Olympus Capital | Murray | UT | 01/2013 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2019 | Present |
| Financial Network Wealth Advisors Llc | Murray | UT | 05/2022 | Present |
(1) NAME OF OTHER BUSINESS: OLYMPUS CAPITAL LLC INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL AND REAL ESTATE SERVICES ; START DATE: 01/2013 ; POSITION/TITLE/RELATIONSHIP: OWNER / FINANCIAL ADVISOR ; APX NUMBER OF HOURS PER WEEK: 50 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ADVISING, AND SERVICES ; (2) NAME OF OTHER BUSINESS: PLAN 4 WEALTH LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: OLYMPUS CAPITAL DBA OLYMPUS PROPERTIES ; INVESTMENT RELATED: NO ADDRESS: 2211 SMR, FAIRVIEW, UT 84629 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 01/2013 ; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD ; (4) NAME OF OTHER BUSINESS: BINGHAM HIGH SCHOOL ; INVESTMENT RELATED: NO ; ADDRESS: 2160 SOUTH JORDAN PKWY, SOUTH JORDAN, UT 84095 ; NATURE OF BUSINESS: HIGH SCHOOL FOOTBALL COACH ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: D-LINE COACH APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: FOOTBALL COACH ; 5. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC, CRD 318842, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 05/22, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2019-02-11 |
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