David Michael Goar

Current Employers

Employment History

• 03/2015 → 06/2018
  Research Financial Strategies
  Ogden, UT
• 03/2015 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2015 → 04/2022
  Reutemann Financial Solutions, Inc.
  Rockville, MD
• 06/2018 → Present
  Goar Financial Services
  Layton, UT
• 04/2022 → Present
  Promontory Financial Planning
  Farmington, UT

Previous Registrations

• 2015-04-08 → 2022-04-05
  Research Financial Strategies
  Layton, UT
  Rockville, MD
• 2007-04-12 → 2015-04-08
  Ubs Financial Services Inc.
  Salt Lake City, UT
  South Ogden, UT
  South Ogden, UT

Other Businesses

1. Promontory Financial Planning, INC. DBA GOAR FINANCIAL SERVICES. INVESTMENT ADVISER REPRESENTATIVE. Located at registered branch location. RIA. START 3/30/2015. 120 HOURS/MONTH, 4 DURING TRADING.__ 2. Advisor Excel - Investment related - Located at registered branch location - Fixed Insurance - Agent/Representative - April, 01, 2018 - 20 hours/20 Security hours per month - Discuss fixed insurance needs with clients and find appropriate insurance solutions. _ 3. Research Financial Strategies Inc. 401(k) plan - Investment related - 5929 S. Fashion Point Drive ste. 203. South Ogden, UT 84403 - 401(k) plan trustee - Trustee - March 1, 2016 - 1 hour/1 security hour per month - I am trustee for former RIA's retirement plan administered through Schwab. There are four participants in the plan. _

Exams

• S66 Uniform Combined State Law Examination
  2007-04-11