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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Mesa | AZ | 07/2013 | 02/2022 |
| Jax Pro Pest Control | Mesa | AZ | 09/2021 | 11/2022 |
| Ash Creek Financial | Stafford | AZ | 11/2022 | 10/2024 |
| Scf Investment Advisors, Inc. | Fresno | CA | 01/2024 | 10/2024 |
| Thepartners Wealth Management | Carmel By The Sea | CA | 09/2024 | 01/2026 |
| Your Ia | Fruita | CO | 01/2026 | Present |
G&M Properties, LLC | Investment Related | 309 Dogwood Dr., Fruita, CO 81521 | Real Estate | Co-Member | June 2008 | 5 hours and zero hours during trading hours per month | LLC Used for real estate investments. Ash Brokerage | Investment Related | 888 S Harrison St., Suite 900, Fort Wayne, IN 46802 | Insurance, fixed annuities and life & health | Insurance Agent | Employee | 2 - 4 hours per week and as needed during trading hours | Life & annuity sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
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