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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-08-15
TX RA APPROVED 2023-08-09
  • UT RA
    APPROVED
    Since 2023-08-15
  • TX RA
    APPROVED
    Since 2023-08-09

Branch Locations

2225 Washington Blvd Suite 230, Ogden, UT 84401 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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
Associate Staffing Salt Lake City UT 08/2018 11/2018
Wells Fargo Clearing Services Llc Salt Lake City UT 08/2018 04/2020
Unemployed Pleasant View UT 06/2018 08/2018
Goldenwest Credit Union Brigham City UT 07/2017 06/2018
Utah State University Logan UT 01/2017 07/2017
Unemployed Logan UT 01/2017 07/2017
At&T Spring Mobile Authorized Retailer Brigham City UT 06/2016 01/2017
Utah State University Logan UT 08/2016 05/2017
Edward Jones St.LOuis MO 04/2020 08/2023
Kestra Private Wealth Services, Llc Ogden UT 08/2023 Present
Kestra Investment Services, Llc Ogden UT 08/2023 Present
  • 08/2018 → 11/2018
    Associate Staffing
    Salt Lake City, UT
  • 08/2018 → 04/2020
    Salt Lake City, UT
  • 06/2018 → 08/2018
    Unemployed
    Pleasant View, UT
  • 07/2017 → 06/2018
    Goldenwest Credit Union
    Brigham City, UT
  • 01/2017 → 07/2017
    Utah State University
    Logan, UT
  • 01/2017 → 07/2017
    Unemployed
    Logan, UT
  • 06/2016 → 01/2017
    At&T Spring Mobile Authorized Retailer
    Brigham City, UT
  • 08/2016 → 05/2017
    Utah State University
    Logan, UT
  • 04/2020 → 08/2023
    St.LOuis, MO
  • 08/2023 → Present
    Ogden, UT
  • 08/2023 → Present
    Kestra Investment Services, Llc
    Ogden, UT
Previous Registrations
Other Businesses

CATALYST RETIREMENT SOLUTIONS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/09/2023 ADDRESS: 372 E 24th St, 3rd Floor, Ogden UT 84401, United States DESCRIPTION: Assessing Financial Situation to evaluate a client's financial status, including their income, expenses, assets and liabilities. Providing Personalized Advice based on the client's financial situation, goals, and risk tolerance. Developing Financial Plans to outline strategies to help clients achieve their financial objectives. Investment Management to assist clients with managing their investments. Risk Assessment and Management of client's risk tolerance and help them understand the risks associated with different financial decisions. Educating Clients about financial concepts, investment options, and market trends. Monitoring and Reviewing Financial Situation and Progress towards client goals. Compliance and Ethics to adhere to regulatory requirements and ethical standards. Continuing Education to stay updated with industry trends, regulations, and financial products through ongoing professional development. Busi Name: BRYCE DECKER CATALYST RETIREMENT SOLUTIONS POSITION: Owner/CEO NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2023 ADDRESS: 2225 Washington Blvd, Suite 230, Ogden UT 84401 DESCRIPTION: Entity is set up toreceive revenue and complete taxes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2018-11-09

View on SEC IAPD

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