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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-18 |
| TX | RA | APPROVED | 2023-08-09 |
Branch Locations
2225 Washington Blvd Ste 230, Ogden, UT 84401 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2009 | 08/2023 |
| Kestra Investment Services, Llc | Ogden | UT | 08/2023 | Present |
| Kestra Private Wealth Services, Llc | Ogden | UT | 08/2023 | Present |
BN: CATALYST RETIREMENT SOLUTIONS POS: Partner NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/14/2023 ADDRESS: 372 E 24th Street, 3rd Floor, Ogden UT 84401 DESC: Meeting w/ clients, financial planning BN: GARREN DECKER CATALYST ADVISORS INC. POS: Owner/President NOB: Tax Entity INV REL: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/09/2023 ADDRESS: 2225 Washington Blvd, Suite 230, Ogden UT 84401 DESC: Entity is set up to receive revenue and complete taxes. BN: HOMESMILES POS: Owner/President NOB: Home inspection INVEST REL: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 4960 Pole Patch Drive, Pleasant View UT 84414-1077 DESC: My duties and obligations are strategic planning to implement the business strategy and drive growth and meet customer needs. I oversee budgeting, accounting, and financial reporting to ensure profitability and sustainability.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-29 |
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