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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-03-08 |
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-05 |
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