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Robert Bruce Reay

Adams Wealth Advisors

Logan, UT

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Current Employers
Adams Wealth Advisors

701 S Main Suite #400, Logan, UT 84321 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-04-08
  • UT RA
    APPROVED
    Since 2024-04-08

Branch Locations

701 S Main Suite #400, Logan, UT 84321 • 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
Kcg Securities, Llc Lubbock TX 03/2017 05/2017
Knox Capital Advisors Lubbock TX 01/2017 05/2017
Texas Tech University - College Of Human Sciences Lubbock TX 01/2017 05/2017
Texas Tech University Lubbock TX 05/2016 05/2017
Jp Morgan Securities Llc Cottonwood Heights UT 01/2018 06/2019
Jp Morgan Chase Bank Cottonwood Heights UT 01/2018 06/2019
Knox Capital Advisors Draper UT 05/2017 10/2017
Kcg Securities, Llc Draper UT 05/2017 10/2017
Jp Morgan Chase Bank Providence UT 07/2019 01/2021
Jp Morgan Securites Llc Providence UT 07/2019 01/2021
E*Trade Securities Llc Sandy UT 02/2021 04/2022
E*Trade Capital Management Llc Sandy UT 02/2021 04/2022
E*Trade Securities Llc Sandy UT 04/2022 07/2022
E*Trade Capital Management Llc Sandy UT 04/2022 07/2022
Morgan Stanley Holladay UT 07/2022 Present
  • 03/2017 → 05/2017
    Kcg Securities, Llc
    Lubbock, TX
  • 01/2017 → 05/2017
    Knox Capital Advisors
    Lubbock, TX
  • 01/2017 → 05/2017
    Texas Tech University - College Of Human Sciences
    Lubbock, TX
  • 05/2016 → 05/2017
    Texas Tech University
    Lubbock, TX
  • 01/2018 → 06/2019
    Cottonwood Heights, UT
  • 01/2018 → 06/2019
    Jp Morgan Chase Bank
    Cottonwood Heights, UT
  • 05/2017 → 10/2017
    Knox Capital Advisors
    Draper, UT
  • 05/2017 → 10/2017
    Kcg Securities, Llc
    Draper, UT
  • 07/2019 → 01/2021
    Jp Morgan Chase Bank
    Providence, UT
  • 07/2019 → 01/2021
    Jp Morgan Securites Llc
    Providence, UT
  • 02/2021 → 04/2022
    E*Trade Securities Llc
    Sandy, UT
  • 02/2021 → 04/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 04/2022 → 07/2022
    E*Trade Securities Llc
    Sandy, UT
  • 04/2022 → 07/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 07/2022 → Present
    Holladay, UT
Previous Registrations
  • 2022-08-04 → 2023-11-29
    Greenwood Village, CO
    Holladay, UT
  • 2021-02-11 → 2022-08-04
    Harrisdirect Llc
    Arlington, VA
    Sandy, UT
  • 2018-02-27 → 2021-02-01
    Sandy, UT
    Cottonwood Heights, UT
    Logan, UT
    Ogden, UT
    Ogden, UT
    Providence, UT
  • 2017-09-12 → 2017-12-14
    Knox Capital Advisors, Llc
    Draper, UT
Other Businesses

The American College of Financial Services 630 Allendale Road, Suite 400, King of Prussia, PA, 19406 Adjunct Professor 10 hours / month Teach an online course on personal financial planning Not investment-related Professional education Start date 02/2024 0 hours devoted during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-11
  • S66 Uniform Combined State Law Examination
    2017-09-11
Designations
Other Names
  • Rob Reay
  • Robert Bruce Reay
  • Robert B Reay

View on SEC IAPD

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