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14600 Branch St., Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-02 |
Branch Locations
520 N Market Place Drive, Ste #100, Centerville, UT 84014 • United States
14600 Branch St., Omaha, NE 68154 • 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 |
|---|---|---|---|---|
| Advanced Retirement Strategies | Kaysville | UT | 08/2012 | Present |
| Allegis Investment Services | Idaho Falls | ID | 05/2015 | 03/2019 |
| Allegis Investment Advisors | Idaho Falls | ID | 05/2015 | 03/2019 |
| Ars Investment Advisors,Inc. | Kaysville | UT | 03/2018 | Present |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 03/2019 | 02/2021 |
| Cwm, Llc | Omaha | NE | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-23 |
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