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300 Parkland Plaza, Ann Arbor, MI 48103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2002-06-19 |
Branch Locations
1513 Oakcrest Drive, Ogden, UT 84403 • United States
300 Parkland Plaza, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
WASATCH FINANCIAL & INSURANCE GROUP, INC.: OWNER; SELL LIFE, LTC, GROUP HEALTH,THROUGH VARIOUS INSURANCE COMPANIES. SALE OF FIXED INDEX ANNUITIES. RESIDENTIAL AND COMMERICAL REAL ESTATE DEVELOPMENT. I BOUGHT A COUPLE OF LOTS THAT I WILL BUILD ON; OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-23 |
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