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James Rhead Sweeney

Switchpoint Financial Planning LLC

Lehi, UT

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Current Employers
Switchpoint Financial Planning Llc

2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-09-11
AZ RA APPROVED 2018-04-02
UT RA APPROVED 2016-03-31
  • TX RA
    APPROVED_RES
    Since 2019-09-11
  • AZ RA
    APPROVED
    Since 2018-04-02
  • UT RA
    APPROVED
    Since 2016-03-31

Branch Locations

2901 W Bluegrass Blvd Suite 200 - 26, Lehi, UT 84048 • 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
Switchpoint Financial Planning, Llc Lehi UT 02/2016 Present
Previous Registrations
  • 2015-02-10 → 2016-02-24
    The Martin Worley Group
    Cottonwood Heights, UT
  • 2011-10-28 → 2013-12-17
    Knox Capital Advisors, Llc
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-10
  • S66 Uniform Combined State Law Examination
    2011-10-10
Designations
Other Names
  • James Sweeney

View on SEC IAPD

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KOHLER CAPITAL MANAGEMENT, LLC
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Owen Carl Mitchell
Julie Odle
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Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

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