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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-04 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
Tempe, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Phoenix | AZ | 02/2017 | 01/2025 |
| World Financial Group, Inc. | Phoenix | AZ | 05/2014 | 01/2025 |
| The Cleveland Electric Laboratories Co., Inc. | Tempe | AZ | 08/2004 | 01/2025 |
| Universal Wealth, Llc | Phoenix | AZ | 01/2025 | 03/2026 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 01/2025 | 03/2026 |
| Your Ia | Tempe | AZ | 03/2026 | Present |
| Common Sense Financial | Tempe | AZ | 03/2026 | Present |
The Cleveland Electric Laboratories Co., Inc | Not Investment Related | 361 S 52nd St. Tempe AZ 85281 | Temperature Sensors and Turbine Engine Instrumentation | Sales Engineer | August 2014 | 40 hours per week | 40 hours per week during securities trading hours | Customer Relations, Quoting Jobs, Sales. Common Sense Financial | Investment Related | 325 S. 500 E. Suite 202, American Fork, UT 84003 | Insurance | Insurance Agent | March 2026 | 20 hours per week | 5 hours during security trading hours | Life and health insurance sells.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-31 |
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