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Inactive

Patrick Klein Lundergan

Albion Financial Group

Salt Lake City, UT

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Current Employers
Albion Financial Group

812 East 2100 South, Salt Lake City, UT 84106 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-08-20
  • UT RA
    APPROVED
    Since 2019-08-20

Branch Locations

812 East 2100 South, Salt Lake City, UT 84106 • 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
Fidelity Investments Salt Lake City UT 04/2012 01/2018
Unemployed Salt Lake City UT 02/2018 08/2018
Axa Advisors, Llc New York NY 08/2018 07/2019
Getgood Salt Lake City UT 03/2017 11/2017
Albion Financial Group Salt Lake City UT 07/2019 Present
  • 04/2012 → 01/2018
    Fidelity Investments
    Salt Lake City, UT
  • 02/2018 → 08/2018
    Unemployed
    Salt Lake City, UT
  • 08/2018 → 07/2019
    Axa Advisors, Llc
    New York, NY
  • 03/2017 → 11/2017
    Getgood
    Salt Lake City, UT
  • 07/2019 → Present
    Albion Financial Group
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-07
S63 Uniform Securities Agent State Law Examination 2012-07-16
  • S66 Uniform Combined State Law Examination
    2015-03-07
  • S63 Uniform Securities Agent State Law Examination
    2012-07-16
Designations
Other Names
  • Patrick Klein Lundergan
  • Patrick Klien Lundergan

View on SEC IAPD

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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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