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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-09-14 |
Branch Locations
10610 South Jordan Gateway Suite 210, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-13 |
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