Timothy M Gottfredson

Current Employers

Employment History

• 07/2014 → 01/2018
  Raymond James Financial Services
  South Ogden, UT
• 02/2015 → 01/2018
  Raymond James Financial Services Advisors Inc.
  South Ogden, UT
• 07/2014 → 01/2018
  Peterson Wealth Services
  Ogden, UT
• 02/2016 → Present
  Flex Transportation, Llc
  Woods Cross, UT
• 09/2016 → 12/2017
  Utah Divorce Planners
  South Ogden, UT
• 01/2018 → 09/2020
  Financial Insight Center
  Salt Lake City, UT
• 01/2018 → 09/2020
  The Insight Group Insurance Agency, Llc
  Salt Lake City, UT
• 10/2020 → 09/2021
  Ep Wealth Advisors
  Torrance, CA
• 09/2021 → Present
  Capita Financial Network
  Sandy, UT

Previous Registrations

• 2020-10-18 → 2021-09-15
  Ep Wealth Advisors
  Salt Lake City, UT
  Torrance, CA
• 2018-01-10 → 2020-10-21
  Financial Insight Center
  Salt Lake City, UT
• 2015-02-23 → 2018-01-04
  Raymond James Financial Services Advisors, Inc
  Ogden, UT
  South Ogden, UT

Other Businesses

FLEX TRANSPORTATION, LLC. NOT INVESTMENT RELATED. STARTED:02/2016. OFFICER/CEO. STARTED:02/2016. 15 HRS PER MONTH, 0 DURING TRADING HRS. I'M RESPONSIBLE FOR ALL ASPECTS OF RUNNING THE COMPANY. BUSINESS OWNER.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-11

Designations

Other Names

• Tim Michael Gottfredson
• Timothy Michael Gottfredson