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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 2021-03-08
  • UT RA
    APPROVED
    Since 2021-03-08

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
Brigham Young University & Utah Valley University Provo & Orem UT 08/2015 Present
Integrated Financial Group South Jordan UT 12/2017 Present
Osaic Wealth, Inc. South Jordan UT 08/2020 Present
  • 08/2015 → Present
    Brigham Young University & Utah Valley University
    Provo & Orem, UT
  • 12/2017 → Present
    Integrated Financial Group
    South Jordan, UT
  • 08/2020 → Present
    South Jordan, UT
Other Businesses

1. INTEGRATED FINANCIAL GROUP POSITION: Operations NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 155 SECURITIES TRADING HOURS: 160 START DATE: 01/07/2018 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84009, United States DESCRIPTION: Prepare investment reviews. Handle investment operations: prepare paperwork, submit paperwork, review with OSJ for compliance, complete tasks that change daily. Service clients, prepare meetings, assist advisors with tasks they need. 2. MANA CONSULTING LLC POSITION: Manager NATURE: Personal LLC used for tax planning purposes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 8373 Iris Lumi Lane, Unit 101, Midvale UT 84047, United States DESCRIPTION: Manage LLC for personal tax planning purposes 3. INTEGRATED FINANCIAL GROUP POSITION: Insurance License Holder NATURE: Insurance License INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 04/29/2025 ADDRESS: 10610 South Jordan Gateway, Suite 210, South Jordan UT 84095, United States DESCRIPTION: If a client needs life insurance I can offer it.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2021-03-05
Designations

View on SEC IAPD

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