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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-04-29 |
Branch Locations
10421 S Jordan Gateway Suite 630, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Value Real Estate | Holladay | UT | 07/2005 | 07/2017 |
| Self Employed | Holladay | UT | 07/2005 | 07/2017 |
| New York Life Insurance Company | Sandy | UT | 07/2017 | Present |
| Nylife Securities Llc | Sandy | UT | 11/2017 | Present |
| Self | Salt Lake City | UT | 02/2016 | 07/2017 |
| Ethington Financial Group | Sandy | UT | 12/2020 | Present |
| Eagle Strategies Llc | South Jordan | UT | 04/2021 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1023 Elgin Ave, Salt Lake City, UT 84106; Commissions; 10 hours per month; investment related] [OPERATING UNDER THE DBA NAME OF ETHINGTON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; SANDY, UT; START DATE: 12/2020][SE Health Insurance LLC; Health Insurance brokering.; 1023 Elgin Ave, Millcreek UT 84106; Start Date 05/2026; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; expense-commission receipt]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-18 |
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