Lehi, UT
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Glen is an insurance agent brokering non-registered products with outside carriers, dedicating about 10-20% of his time to this activity. He is also the owner of Senior State Benefits LLC, which is currently dormant and requires minimal time.