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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
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