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11681 S 700 E Suite 200, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2024-05-30 |
| UT | RA | APPROVED | 2022-05-11 |
Branch Locations
11681 S 700 E Suite 200, Draper, UT 84020 • United States
Las Vegas, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Utah Executive Education | Salt Lake City | UT | 08/2015 | 04/2017 |
| Truenorth Wealth (Association Financial Services) | Salt Lake City | UT | 05/2017 | 11/2021 |
| Clarity Financial Planners | St. Louis | MO | 11/2021 | 04/2022 |
| Medicus Wealth Planning, Inc. | Salt Lake City | UT | 04/2022 | Present |
1.) TrueNorth Wealth; Investment Related; Salt Lake City, UT; Retirement Planning; 1099 Paraplanner done through A1 Planning; Start 05/2017; Approximately less than 5 hours per month with no hours during securities trading hours; Non client-facing and all work is preliminary and finalized with an advisor registered at the firm.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-02 |
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