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7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-08 |
Branch Locations
7396 S Union Park Ave. Suite 301, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M2 Financial Llc | Sandy | UT | 11/2023 | 01/2025 |
| New Millennium Group | Sandy | UT | 03/2021 | 06/2022 |
| Oemeta Inc. | West Valley City | UT | 04/2015 | 03/2021 |
| Genwealth Advisory Group | Sandy | UT | 06/2022 | 01/2025 |
| M2 Financial Llc | Cottonwood Heights | UT | 06/2025 | Present |
| Fusion Healthcare Staffing | Sandy | UT | 01/2025 | 06/2025 |
1) DUMP EM OUT LLC - SOLE MANAGING MEMBER. NOT INVESTMENT RELATED. DUTIES INCLUDE MANAGING THE LLC. SPEND 10 HRS PER MONTH ON THIS ACTIVITY, NOT DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
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