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Saratoga Springs, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 12/2016 | 12/2018 |
| Paul Dowland Tile Inc | Park City | UT | 07/2016 | 12/2016 |
| Image Broadband | Centerville | UT | 05/2016 | 07/2016 |
| Rt Construction | Moreno Valley | CA | 09/2013 | 05/2016 |
| E*Trade Capital Management Llc | Sandy | UT | 12/2018 | 07/2022 |
| E*Trade Securities Llc | Sandy | UT | 12/2018 | 07/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2023 | 08/2023 |
| Securian Financial Services | Saint Paul | MN | 07/2023 | 08/2023 |
| Renaissance Financial | Saint Paul | MN | 07/2023 | Present |
| The Lending Alliance | South Jordan | UT | 10/2022 | 07/2023 |
| Cetera Advisor Networks Llc | Sandy | UT | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Vantage Point Wealth Management, Llc | Saratoga Springss | UT | 01/2024 | Present |
Vantage Point Wealth Management, LLC; insurance related; agent/broker; fixed insurance sales- Life, Annuity, Disability Income, Long-Term Care, Group Insurance Sales; 01/2024 - present; 1 hr/mo; 1 hr/mo trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-08 |
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