Best Investors Account Sign in
Inactive

Brock Don Williamson

Promontory Financial Planning, LLC

Farmington, UT

Claim This Profile
Current Employers
Promontory Financial Planning, Llc

240 N. East Promontory Suite 200, Farmington, UT 84025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-02-27
ID RA APPROVED 2017-06-06
UT RA APPROVED 2015-07-17
  • TX RA
    APPROVED
    Since 2019-02-27
  • ID RA
    APPROVED
    Since 2017-06-06
  • UT RA
    APPROVED
    Since 2015-07-17

Branch Locations

240 N. East Promontory Suite 200, Farmington, UT 84025 • 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
Sei Investments Management Corp Oaks PA 07/2004 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-03
  • S65 Uniform Investment Adviser Law Examination
    2004-12-03
Designations

View on SEC IAPD

More in Farmington, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor