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Details for UMA FINANCIAL SERVICES

Organization Details

Name: UMA FINANCIAL SERVICES
Address: 310 E 4500 S SUITE 550 SALT LAKE CITY, UT 84107
Business Phone: (801) 747-0800
Internet
Email: INSURANCE@UMAFS.ORG
Status: Active
Issue Date: Dec 08, 2015
Service of Process: ,

License	Status	Expires	Number
Resident Producer Org.	Active	Nov 30, 2023	5940
Accident and Hlth or Sickness	Active	Issued: Aug 09, 2018
Life	Active	Issued: May 16, 2002
Variable Life/Variable Annuity	Active	Issued: Aug 09, 2018
Accident & Health	Inactive	Issued: May 16, 2002
Variable Contracts	Inactive	Issued: May 16, 2002
Resident Agency	Inactive	Nov 30, 2003	5940
Accident & Health	Inactive	Issued: Nov 17, 1993
Life	Inactive	Issued: Nov 17, 1993
Variable Contracts	Inactive	Issued: Nov 17, 1993

Please Note

Although the agency title producer has an active license, the agency is not authorized to do title insurance business at this time, because the agency is not currently affiliated with a title insurance company.

Agents	City	State	License Number	Active Date
BLADEN RYAN MILES	SALT LAKE CITY	UT	251313	Mar 03, 2017
BLADEN RYAN MILES	SALT LAKE CITY	UT	251313	Sep 07, 2021
HALVORSEN ERIC A	HIGHLAND	UT	264334	Mar 03, 2017
KELLEY CHAD	CENTERVILLE	UT	542478	Mar 03, 2017
TURNBOW MATHEW C	SALT LAKE CITY	UT	279857	Mar 03, 2017
ZESIGER JEFFREY DELL	SALT LAKE CITY	UT	126084	Mar 03, 2017

Company Affiliations	City	State	Type	Active Date
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA	PITTSFIELD	MA	Life	Mar 02, 2017
BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA	PITTSFIELD	MA	Accident and Hlth or Sickness	Aug 09, 2018
GUARDIAN INSURANCE & ANNUITY COMPANY, INC., THE	NEW YORK	NY	Life	Nov 18, 2021
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE	NEW YORK	NY	Life	Dec 24, 2015
GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, THE	NEW YORK	NY	Accident and Hlth or Sickness	Aug 09, 2018
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE	GREENSBORO	NC	Accident and Hlth or Sickness	Aug 09, 2018
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE	GREENSBORO	NC	Variable Life/Variable Annuity	Aug 09, 2018
LINCOLN NATIONAL LIFE INSURANCE COMPANY, THE	GREENSBORO	NC	Life	Dec 09, 2015
PACIFIC LIFE INSURANCE COMPANY	NEWPORT BEACH	CA	Variable Life/Variable Annuity	Apr 03, 2020
PRINCIPAL NATIONAL LIFE INSURANCE COMPANY	DES MOINES	IA	Life	Jan 23, 2021
PROTECTIVE LIFE INSURANCE COMPANY	BIRMINGHAM	AL	Variable Life/Variable Annuity	Aug 09, 2018
PRUCO LIFE INSURANCE COMPANY	NEWARK	NJ	Life	Aug 03, 2016
STANDARD INSURANCE COMPANY	PORTLAND	OR	Life	Feb 22, 2016
STANDARD INSURANCE COMPANY	PORTLAND	OR	Accident and Hlth or Sickness	Aug 09, 2018
STANDARD INSURANCE COMPANY	PORTLAND	OR	Variable Life/Variable Annuity	Aug 09, 2018