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10421 South Jordan Gateway Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2011-01-03 |
Branch Locations
10421 South Jordan Gateway Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonecreek Wealth Advisors | Draper | UT | 10/2010 | Present |
STONE CREEK WEALTH ADVISORS FORMERLY MARK LUND INVESTMENTS: I SELL TERM INSURANCE, UNIV LIFE, HEALTH, AND FIXED ANNUITIES. FINANCIAL EDUCATORS OF UTAH: PRESIDENT; FINANCIAL EDUCATION FOR EMPLOYEES OF BUSINESSES, MEMBERS OF GROUPS OR ASSOCIATIONS, ECT. I STARTED WITH THE COMPANY IN MID YEAR OF 1999. I PUT IN MAYBE 1-2 HOURS A YEAR. MY POSITION IS A SALES REPRESENTATIVE. EVERBANK REPRESENTATIVE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-27 |
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