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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-28 |
Branch Locations
1 Park Plaza Suite 600, Irvine, CA 92614 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parkview Wealth Advisors | Irvine | CA | 12/2022 | Present |
| Assurance Financial | Atlanta | GA | 11/2021 | 09/2022 |
| Weishaupt America | Atlanta | GA | 09/2018 | 09/2021 |
| Boiler Dynamics | Anaheim | CA | 10/2014 | 11/2017 |
| Antonius Group | Fullerton | CA | 12/2017 | 08/2018 |
| Diversify Advisory Services | Sandy | UT | 12/2022 | Present |
1) Parkview Comprehensive Planning Consultants, LLC 1 Park Plaza, Suite 600 Irvine, CA 92614 Investment Related: Education Business Purpose: Financial Planning Education and Consulting Relationship: Interested Member Relationship Started: 1/1/2023 Hours per month: 50 hours Hours during trading hours: 0 hours Duties include operations, process management, marketing, business management 2) Michael Bowman Rental property Investment-related: No Atlanta, GA 30311 Property owner, but it will be separately managed by a Property Management Firm. 5% business hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-28 |
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