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Pocatello, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| WY | RA | APPROVED | 2026-01-05 |
| MD | RA | APPROVED | 2025-07-01 |
| FL | RA | APPROVED | 2025-05-09 |
| NV | RA | APPROVED | 2025-05-09 |
| OR | RA | APPROVED | 2025-05-09 |
| NY | RA | APPROVED | 2025-04-11 |
| IN | RA | APPROVED | 2025-03-18 |
| UT | RA | APPROVED | 2023-07-17 |
| WA | RA | APPROVED | 2023-07-17 |
Branch Locations
2901 W Bluegrass Blvd Suite 200, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Financial & Estate Planning, Inc. | Pocatello | ID | 07/2023 | Present |
| Gateway Insurance Services, Inc. | Pocatello | ID | 12/2018 | Present |
| Federal Benefits Advisory Group, Llc | Pocatello | ID | 09/2015 | Present |
| Full-Time Student | Pocatello | ID | 07/2013 | 05/2020 |
1) GATEWAY INSURANCE SERVICES, INC.; INV REL; POCATELLO, ID; INSURANCE PRODUCTS SALES AND SERVICES; INSURANGE AGENT; 12/2018; GREATER THAN 20% OF TIME IN THIS ACTIVITY; 36 HRS/MO 0 HRS DURING SEC TRADING. 2) FEDERAL BENEFITS ADVISORY GROUP, LLC; NOT INV REL; POCATELLO, ID; BENEFITS COUNSELOR/EDUCATOR; 09/2015; APPROX 10% OF TIME IN THIS ACTIVITY; 08 HRS/MO 0 HRS DURING SEC TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-24 |
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