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26 S Rio Grande #2072, Salt Lake City, UT 84101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| UT | RA | APPROVED | 2024-03-01 |
Branch Locations
26 S Rio Grande #2072, Salt Lake City, UT 84101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | Los Angeles | CA | 09/2013 | 06/2018 |
| Lpl Financial, Llc | San Luis Obispo | CA | 07/2018 | 10/2022 |
| Lifepoint Financial Design Llc | Salt Lake City | UT | 06/2022 | Present |
LFD is actively engaged in an other entity called Catalyst CFO Solutions, a fractional CFO and consulting firm for businesses. Micahel Metzger is part owner of Salon Bros, LLC dba Lifted Salon and Spa.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-23 |
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