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95 West 100 South Suite 210, Logan, UT 84321-5811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-04-14 |
| UT | RA | APPROVED | 2004-01-05 |
Branch Locations
95 West 100 South, Suite 210, Logan, UT 84321 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Financial Planning, Llc | Logan | UT | 01/2004 | Present |
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2004 | Present |
1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)LOGAN TRANSIT BOARD, 754 W 600 NORTH, LOGAN, UT 84321. BEGAN 12/1/02 AS A BOARD MEMBER/CHAIRMAN ELECT. COMMUNITY ADVISORY BOARD TO THE LOCAL BUS SYSTEM. DEVOTES 1 HOURS PER MONTH DURING TRADING HOURS. 3)ROTARY CLUB, 161 E. 1600 NORTH, LOGAN, UT 84341. BEGAN 7/1/04 AS A SECRETARY/BOARD MEMBER, NOT INVOLVED IN HANDLING CLUB FUNDS. DEVOTES 2 HOURS PER WEEK, 1 HOUR DURING TRADING HOURS. 4)ESTATE PLANNING COUNCIL OF NORTHERN UTAH, 95 W 100 S. STE 210, LOGAN, UT 84321. BEGAN 1/1/99 AS PRESIDENT OF THE BOARD AND 1/1/01 AS SECRETARY. DUTIES INCLUDE PRESIDING OVER THIS CONTINUING EDUCATION GROUP OF A NON-PROFIT ORGANIZATION, DEVOTES 20 HOURS PER YEAR NOT DURING TRADING HOURS. 5)ESOT RESOURCES, 20 NORTH WEST CHIPMAN RD, LEE'S SUMMIT, MO 64063. BEGAN 10/1/03 AS A MARKETING/PLANNING PARTNER DEVOTING 4 HRS/MNTH, 1 HR/WK DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-02-05 |
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