Philip Douglas Eldredge

Employer firm

F2F Retirement, LLC CRD 164005

$41.4M regulatory AUM 445 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Market timing
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

F2F Retirement, Llc

185 N Main St, Ste 601, Tooele, UT 84074 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2016-11-17

UT RA
APPROVED

Since 2016-11-17

Branch Locations

Tooele, UT • United States

185 N Main St, Ste 601, Tooele, UT 84074 • United States

Disclosures

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.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Tooel	UT	09/2016	10/2016

09/2016 → 10/2016

Unemployed

Tooel, UT

Previous Registrations

2014-04-16 → 2016-02-09

Strategic Advisers Llc

Salt Lake City, UT
2013-10-10 → 2014-03-06

Td Ameritrade, Inc.

Draper, UT
2013-10-10 → 2014-03-06

Td Ameritrade Investment Management, Llc

Draper, UT
2007-11-14 → 2013-09-24

Strategic Advisers Llc

Salt Lake City, UT

Other Businesses

Philip is also selling life insurance as an independent agent from home and face to face, he started selling several years ago while at Fidelity Investments. He sells aprx 5 hrs / week on ins.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-12-28
S63	Uniform Securities Agent State Law Examination	2006-01-10

S66 Uniform Combined State Law Examination

2007-12-28
S63 Uniform Securities Agent State Law Examination

2006-01-10

Other Names

Philip D Eldredge

View on SEC IAPD