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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-09-14
  • UT RA
    APPROVED
    Since 2022-09-14

Branch Locations

10610 South Jordan Gateway Suite 210, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Financial Group South Jordan UT 08/2018 Present
Bank Of America - Merrill Lynch Provo UT 01/2018 08/2018
Harmons Grocery Orem UT 04/2016 12/2017
Osaic Wealth, Inc. South Jordan UT 05/2021 Present
  • 08/2018 → Present
    Integrated Financial Group
    South Jordan, UT
  • 01/2018 → 08/2018
    Bank Of America - Merrill Lynch
    Provo, UT
  • 04/2016 → 12/2017
    Harmons Grocery
    Orem, UT
  • 05/2021 → Present
    South Jordan, UT
Other Businesses

1) INTEGRATED FINANCIAL GROUP POSITION: Investment Operations Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/20/2018 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: prepare paperwork for investment accounts, rebalance accounts, investment manager due diligence. 2) QGR CONSULTING LLC POSITION: Sole Member NATURE: LLC set up for tax planning purposes as I will be registering as a IA in January 2024. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/02/2023 ADDRESS: 4105 W Safflower Drive, Lehi UT 84043, United States DESCRIPTION: This is an LLC set up for tax planning purposes. I will be registering as an IA in January 2024. 3) INTEGRATED FINANCIAL GROUP POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2024 ADDRESS: 10610 South Jordan Gateway, Suite 210, Salt Lake City UT 84095, United States DESCRIPTION: writing term life insurance policies when a client has a need.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-13
  • S66 Uniform Combined State Law Examination
    2022-09-13

View on SEC IAPD

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