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14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-27 |
Branch Locations
3200 Douglas Blvd., Suite 305, Roseville, CA 95661 • United States
14301 First National Bank Parkway Suite 410, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chargeback.COm | South Jordan | UT | 12/2015 | 03/2017 |
| Protection Point Advisors | Roseville | CA | 12/2022 | 12/2025 |
| Glass Apps | Salt Lake City | UT | 03/2017 | 12/2019 |
| Gauzy | Salt Lake City | UT | 12/2019 | 12/2021 |
| Paychex | Salt Lake City | UT | 12/2021 | 12/2022 |
| Avior Wealth Management, Llc | Draper | UT | 01/2026 | Present |
1 of 3 1.the name of the other business - 3 AM Education 2.whether the business is investment-related; This is not investment-related. 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; It's an education platform for CPAs 5.your position; Managing Member 6.title, or relationship with the other business; Owner 7.the start date of your relationship; May 8, 2025 8.the approximate number of hours/month you devote to the other business; 6-10 9.the number of hours you devote to the other business during securities trading hours; 0 10.and briefly describe your duties relating to the other business; My duties are to research topics we can present to CPAs for continuing education, draft the script, build the presentation, and present the materials. 2.of 3 1.the name of the other business; Penn Mutal 2.whether the business is investment-related; No 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; Life Insurance sales 5.your position; independent life insurance producer 6.title, or relationship with the other business; none. I'm appointed as an agent. 7.the start date of your relationship; Jan. 15, 2016 8.the approximate number of hours/month you devote to the other business; 5 9.the number of hours you devote to the other business during securities trading hours; 2 10.and briefly describe your duties relating to the other business; draft illustrations for clients looking to purchase life insurance. If the client wants the policy, I walk them through the application process. 3.of 3 1.the name of the other business; IHP Consulting 2.whether the business is investment-related; No 3.the address of the other business; 552 E Ports Cove, Draper, UT. 84040 4.the nature of the other business; managing social media accounts 5.your position; Principle 6.title, or relationship with the other business; Principle 7.the start date of your relationship; Feb. 9, 2015 8.the approximate number of hours/month you devote to the other business; 24 9.the number of hours you devote to the other business during securities trading hours; 20 10.and briefly describe your duties relating to the other business; managing social media accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
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