Best Investors Account Sign in
Inactive

Robert Maurice Goodman

Mountain Goat Wealth Management LLC

Murray, UT

Claim This Profile
Current Employers
Mountain Goat Wealth Management Llc

Murray, UT • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2026-02-23
TX RA APPROVED 2025-11-20
UT RA APPROVED 2025-06-04
  • WY RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED
    Since 2025-11-20
  • UT RA
    APPROVED
    Since 2025-06-04

Branch Locations

Murray, UT • 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
Goldman Sachs & Co. Salt Lake City UT 07/2007 05/2025
Mountain Goat Wealth Management Llc Murray UT 06/2024 Present
Mountain Goal Wealth Management Llc Murray UT 05/2025 Present
Allegis Ag Sandy UT 06/2025 Present
  • 07/2007 → 05/2025
    Goldman Sachs & Co.
    Salt Lake City, UT
  • 06/2024 → Present
    Mountain Goat Wealth Management Llc
    Murray, UT
  • 05/2025 → Present
    Mountain Goal Wealth Management Llc
    Murray, UT
  • 06/2025 → Present
    Allegis Ag
    Sandy, UT
Other Businesses

1.) Allegis AG; Inv. Related; Sandy, UT; Insurance; Agent; 06/2025; 10 hrs./month all during trading; Insurance sales and service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-21
  • S65 Uniform Investment Adviser Law Examination
    2024-06-21
Designations
Other Names
  • Robert M Goodman
  • Bobby Goodman
  • Robert M Goodman
  • Robert M Goodman
  • Robert M Goodman Iii

View on SEC IAPD

More in Murray, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor