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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 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 Accident and Hlth or Sickness Aug 09, 2018
STANDARD INSURANCE COMPANY PORTLAND OR Variable Life/Variable Annuity Aug 09, 2018
STANDARD INSURANCE COMPANY PORTLAND OR Life Feb 22, 2016