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Joel David Slatter

Ignite Planners LLC

San Clemente, CA

South Jordan, UT

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Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-09-27
UT RA APPROVED 2022-09-26
  • CA RA
    APPROVED
    Since 2022-09-27
  • UT RA
    APPROVED
    Since 2022-09-26

Branch Locations

109 E. Escalones, San Clemente, CA 92672 • United States

10813 S Riverfront Parkway Ste 100, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bruce A. Lefavi Securities, Inc. Salt Lake City UT 02/2011 06/2018
Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management Salt Lake City UT 02/2011 06/2018
Foresight Wealth Management, Llc Draper UT 06/2018 09/2022
Purshe Kaplan Sterling Investments Albany NY 03/2020 Present
Amazon Salt Lake City UT 12/2019 02/2020
Ignite Planners Llc San Clemente CA 09/2022 Present
  • 02/2011 → 06/2018
    Bruce A. Lefavi Securities, Inc.
    Salt Lake City, UT
  • 02/2011 → 06/2018
    Bruce A. Lefavi Annuities, Inc Dba Lefavi Wealth Management
    Salt Lake City, UT
  • 06/2018 → 09/2022
    Foresight Wealth Management, Llc
    Draper, UT
  • 03/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 12/2019 → 02/2020
    Amazon
    Salt Lake City, UT
  • 09/2022 → Present
    Ignite Planners Llc
    San Clemente, CA
Previous Registrations
  • 2018-06-05 → 2023-01-02
    Foresight Wealth Management, Llc
    Draper, UT
  • 2015-05-04 → 2018-06-04
    Lefavi Wealth Management
    Salt Lake City, UT
  • 2011-02-22 → 2013-12-31
    Lefavi Wealth Management
    Salt Lake City, UT
  • 2007-03-21 → 2010-12-02
    Edward Jones
    Washington, UT
    St Louis, MO
    St George, UT
    St George, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-07
S63 Uniform Securities Agent State Law Examination 2005-09-16
  • S66 Uniform Combined State Law Examination
    2007-03-07
  • S63 Uniform Securities Agent State Law Examination
    2005-09-16

View on SEC IAPD

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COAST WEALTH MANAGEMENT, INC.
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TREK FINANCIAL
STEPHENSON AND COMPANY, INC.

Other Investors

DOMINICK ANTHONY ZIZZO
RONALD WILLIAM HADA
KENNETH CLEO JOHNSON
GREGORY HOWARD COOLEY
LEONARD EMIL MOULIN
JENA ELIZABETH SCHUSTER
ANDREW BURTON LABAS
JIMMY DALE LONG

Other Offices

J.P. MORGAN SECURITIES LLC · SAN CLEMENTE, CA
QUIVER FINANCIAL HOLDINGS LLC · SAN CLEMENTE, CA
EDWARD JONES · SAN CLEMENTE, CA
LPL FINANCIAL LLC · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · SAN CLEMENTE, CA
COAST WEALTH MANAGEMENT, INC. · San Clemente, CA
PFS INVESTMENTS INC. · SAN CLEMENTE, CA
TREK FINANCIAL · SAN CLEMENTE, CA

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