William Mackay Barker

Current Employers

Employment History

• 01/2015 → 12/2017
  Brigham Young University
  Provo, UT
• 05/2017 → 02/2019
  Vivint Smart Home
  Lindon, UT
• 02/2019 → 05/2021
  Mountain West Business Solutions
  Sandy, UT
• 06/2021 → Present
  Royal Alliance
  South Jordan, UT

Other Businesses

1) RETIREMENT PLAN SOLUTIONS POSITION: Associate Advisor NATURE: Marketing Name, DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/04/2021 ADDRESS: 897 Baxter Dr., South Jordan UT 84095 DESCRIPTION: Partnership with another RAA-registered representative. Joint rep code used to split business. I want to be on his website and vice versa. Thank you. 2) HOFFMAN INSURANCE SERVICES POSITION: Insurance Producer NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/14/2024 ADDRESS: 810 18th St Ste 2, Evanston WY 82930 DESCRIPTION: Insurance sales and service (life, health, accident). Group plans/ employee benefits. Dan Hoffman is the owner, and he would like me to take over his business when he retires. We want to start sharing the cost of marketing and splitting the insurance commissions of shared clients. 3) CORE FINANCIAL PARTNERS POSITION: Financial Advisor NATURE: Core Financial Partners is a marketing name for Liz Hickox (Osaic Wealth advisor). We're going to set up joint rep codes to do business together on association 401(k)'s and rollovers around the country. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/25/2024 ADDRESS: 449 Thames St, Suite 301-C, Newport RI 02840, United States DESCRIPTION: I'll be working in tandem with Liz to bring on new 401(k) plans into her association MEP's / PEP's as well as helping participants with rollovers and wealth management when suitable. 4) DDWP, LLC POSITION: Part Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 901 Center St, Evanston WY 82930 DESCRIPTION: Part owner in an office building for my business. 5) RED CASTLE WEALTH, LLC POSITION: Owner NATURE: It is an LLC. This is my personal business that I created for my advisory and insurance business at the recommendation of my accountant. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2024 ADDRESS: 901 Center St, Evanston WY 82930, United States DESCRIPTION: This is just a holding company for tax purposes. I make payroll from this business and pay office expenses, etc. 6) OUTLAW INDUSTRIAL, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2026 ADDRESS: 645 Twin Ridge Ave, Evanston WY 82930, United States DESCRIPTION: Oversee business operations and help as needed.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-14

Other Names

• Will Barker