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11681 S 700 E Suite 200, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Medicus Wealth Planning, Inc. | Draper | UT | 11/2021 | Present |
| Durham & Company Llc | Kaysville | UT | 11/2008 | Present |
1.) Durham & Company LLC, Not Investment Related, CPA Practice, Co-Owner/ Enrolled Agent, Start Date 11/2008, 120 hours/month with the majority of the hours during securities trading hours, Taxes , payroll, and bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-13 |
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