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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2019-06-19 |
Branch Locations
670 Shepard Lane #101, Farmington, UT 84025 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sebus Financial Group, Llc | Farmington | UT | 08/2013 | Present |
| First Western Advisors | Holladay | UT | 12/2003 | 06/2019 |
| Tlg Advisors, Inc. | Littleton | CO | 06/2019 | Present |
1.) MORGAN INSURANCE PLANNING GROUP - 5/4/2004 - 670 Shepard Lane, #101, Farmington, UT 84025 - 50% owner, Insurance sales to referred clients, Not Invt Rel, Insurance Business, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) SEBUS FINANCIAL GROUP - 5/1/2013 - 670 Shepard Lane, #101, Farmington, UT 84025 - President/Owner, Sales, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-13 |
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