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11576 S State Street Suite 1104, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-19 |
| MI | RA | APPROVED | 2026-01-20 |
| OH | RA | APPROVED | 2026-01-20 |
| CA | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED_RES | 2023-04-06 |
| UT | RA | APPROVED | 2022-08-17 |
Branch Locations
11576 S State Street Suite 1104, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salt Lake Tribune | Salt Lake City | UT | 11/2014 | 04/2017 |
| Massmutual Life Insurance Company | Salt Lake City | UT | 01/2017 | 11/2018 |
| Mml Investors Services, Llc | Salt Lake City | UT | 12/2017 | 11/2018 |
| Penn Mutual Life Ins Co | Horsham | PA | 11/2018 | 04/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2018 | 04/2020 |
| Changepath, Llc | Leawood | KS | 04/2020 | 10/2020 |
| Kokanee Wealth | Herriman | UT | 04/2020 | 11/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2020 | 08/2022 |
| Arrowhead Retirement, Llc | Herriman | UT | 11/2020 | 08/2022 |
| Phibbs Financial Services Llc | Draper | UT | 08/2022 | Present |
| Phibbs Insurance Services Llc | Draper | UT | 06/2022 | Present |
Phibbs Insurance Services LLC; YES INVESTMENT RELATED; 11576 S State Street, Suite 1104, Draper, UT 84020; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE June 2022; APX 160 HOURS PER MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-17 |
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