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109 E. Escalones, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-26 |
| UT | RA | APPROVED | 2022-09-26 |
Branch Locations
10813 S Riverfront Parkway Ste 100, South Jordan, UT 84095 • United States
109 E. Escalones, San Clemente, CA 92672 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Solutions | Murray | UT | 03/2015 | Present |
| Girard Securities | Murray | UT | 07/2015 | 05/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2017 | 09/2017 |
| Foresight Wealth Management | Draper | UT | 05/2017 | 09/2022 |
| Ignite Planners Llc | South Jordan | UT | 09/2022 | Present |
| Retirement Solutions | South Jordan | UT | 05/2014 | Present |
| Prestige Wealthwide, Llc | Lehi | UT | 08/2024 | Present |
1. Allred Synergy, Inc DBA Retirement Solutions Group-11550 South 700 East, STE 100, South Jordan, UT 84020-Marketing and operations-7/2015-40 hrs/mth-0 during trading hrs 2.Proactive Tax-Not investment related-11550 South 700 East, STE 100, South Jordan, UT 84020-Tax prep-Owner-7/30/2015-50 hrs/mth-20 during trading hrs-Tax Prep 3. Allred Retirement Services-Investment related-11550 South 700 East, STE 100, South Jordan, UT 84020-Fixed annuities, Term & whole life, medicare, LT care-Agent-7/1/2015-40.8 hrs/mth-10 during trading hrs-Selling of fixed insurance, term and whole life. 4. MEDICARE INSURANCE AND LIFE INSURANCE-Not investment related- 11550 S 700 E Ste 100, South Jordan, UT 84020-Sells life insurance-Agent-2014-10 hrs/mth-5 during trading-Sells insurance policies. 5. I will be receiving commissions from insurance related products, as well as management fees from Managed assets on the Charles Schwab Platform. 1.) Prestige Wealthwise 2.) Investment related 3.) 525 W Sunrise Way Lehi, UT 84043 4.) Investment Advisory Firm 5.) Advisory Services 6.) August 15, 2024 7.) 40 hours per month 8.) 40 hours per month during securities trading hours 9.) Operational and client service support position.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-02 |
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