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Promontory Financial Planning, LLC CRD 153666
$319M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2017-06-06 |
| UT | RA | APPROVED | 2016-05-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Promontory Financial Planning | Farmington | UT | 03/2016 | Present |
Works for Florida Annual United Methodist Conference as the CFO/Treasurer. This includes the following departments: Financial Services, Human Resources, Ministry Protection, Health and Benefits. Also a Board member at Bank of Commerce, 3113 S. 25th E.Idaho Falls, Idaho 83406 policy making 8 hrs week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-18 |
| S66 | Uniform Combined State Law Examination | 2002-10-10 |
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