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Detailed Report
Samuel Martin Watkins
CRD#: 6838563
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Investment Adviser
TRUENORTH WEALTHCRD#: 142205 1935 Vine Street
120
Murray, UT 84121
Registration History
2017201820192020202120222023202420252026IATRUENORTH WEALTH (CRD# 142205)2020 - Present (5 years)IATRUENORTH WEALTH (CRD# 142205)2017 - 2019 (2 years)
License(s)

State Registrations

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Idaho 1/30/2020
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Utah 1/30/2020
Current Registration(s)
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TRUENORTH WEALTH (CRD#:142205)
1935 Vine Street 120, Murray, UT 84121
Registered with this firm since 1/30/2020
Previous Registration(s)
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 08/15/2017 - 12/31/2019 TRUENORTH WEALTH (CRD#:142205) SALT LAKE CITY, UT
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www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.