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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-05-14 |
Branch Locations
10653 S. River Front Parkway, Ste 200, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Financial Advisors Llc | Mesa | AZ | 03/2011 | Present |
| Calton & Associates, Inc. | Mesa | AZ | 04/2015 | 10/2017 |
| Advisory Services Network, Llc | Atlanta | AL | 04/2015 | 09/2016 |
| Raymond James Financial Services, Inc. | Bountiful | UT | 10/2017 | 06/2020 |
| Raymond James Financial Services Advisors Inc. | Salt Lake City | UT | 10/2017 | 03/2019 |
| Holman Investments And Planning | Salt Lake City | UT | 10/2017 | 08/2019 |
| Advisors Excel | Salt Lake City | UT | 03/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Bountiful | UT | 08/2019 | 06/2020 |
| Allegis | Bountiful | UT | 07/2019 | 09/2022 |
| Acquire Consult Llc | South Jordan | UT | 05/2020 | 01/2025 |
| Drive Wealth Advisers | Lehi | UT | 01/2025 | Present |
1) Global Financial Advisors llc, Mesa, AZ. investment related, 0 hours/month devoted to this activity fixed life and annuity sales - commissions 03-2011 - present. 2) US Benefits, LLC - Address: Mesa, Arizona - Nature of the Business: Administrative LLC - Position/Title: Managing Member - Investment Related: No - Start Date: 07/01/2009 - Hours per month devoted to this business: 0 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Currently none. 3) Eco-Golf, LLC, Tempe, AZ, Member. Non-Investment related. 0 hrs per month, March 2010 - Present. No duties at present time. 4) Strategic Risk Alternatives. Boise, ID. Agent, Commissionable marketing and sales of captive plans. Investment related 1-4 hours Per week. 5) Global Financial Advisory, LLC - Address: Mesa, AZ Nature of the Business: Insurance brokerage - Position/Title: Managing Member. Investment Related: No - Start Date: 04/30/2015 - Hours per month devoted to this business: 2 - Hours per month devoted to this business during trading hours: 1 - Commissionable fixed life and annuity sales. 6) 3/2013 - Present: Agent- Advisors Excel. This is a Field Marketing Organization through which Scott Mons Broadbent sells commissionable fixed life and annuities. 7) Owner/Managing Member; Acquire Tax Credits LLC; Investment Related: No; Location: 10653 S Riverfront Pkwy Suite 200 South Jordan, UT 84095; Description of the business: Tax Planning; Responsibilities Duties: Tax planning for research and development tax credits.; Start date with business: 2021-04-13; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 15; 9) Acquire Wealth Collective Is the advisory affiliate principal control person: Yes; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: 10653 S Riverfront Pkwy Suite 200 South Jordan, UT 84095 ; Description of the business: Payroll and holding company; Position Title: Managing Member; Start date with business: 2021-07-14; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-17 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-11 |
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