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Robert William Reid

Retirement Solutions Investments, Inc.

Provo, UT

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Current Employers
Retirement Solutions Investments, Inc.

677 North 1890 West, Provo, UT 84601 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-09-24
  • UT RA
    APPROVED
    Since 2021-09-24

Branch Locations

677 North 1890 West, Provo, UT 84601 • 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
Fidelity Brokerage Services, Llc American Fork UT 10/2018 08/2019
Utah Valley University Orem UT 06/2016 05/2019
Fidelity Investments American Fork UT 08/2019 12/2019
Remax Results (Brick & Beam Group) Saratoga Springs UT 12/2019 08/2021
Moon Wake Wealth Management Llc Saratoga Springs UT 05/2020 Present
Retirement Solutions Investments, Inc. Provo UT 09/2021 Present
  • 10/2018 → 08/2019
    Fidelity Brokerage Services, Llc
    American Fork, UT
  • 06/2016 → 05/2019
    Utah Valley University
    Orem, UT
  • 08/2019 → 12/2019
    Fidelity Investments
    American Fork, UT
  • 12/2019 → 08/2021
    Remax Results (Brick & Beam Group)
    Saratoga Springs, UT
  • 05/2020 → Present
    Moon Wake Wealth Management Llc
    Saratoga Springs, UT
  • 09/2021 → Present
    Retirement Solutions Investments, Inc.
    Provo, UT
Previous Registrations
  • 2021-01-12 → 2021-09-30
    Moon Wake Wealth Management Llc
    Saratoga Springs, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-26
S63 Uniform Securities Agent State Law Examination 2019-01-11
  • S65 Uniform Investment Adviser Law Examination
    2020-05-26
  • S63 Uniform Securities Agent State Law Examination
    2019-01-11
Other Names
  • Robert William Reid
  • Robby William Reid
  • Robert Reid

View on SEC IAPD

Other Firms

PORTSIDE WEALTH GROUP, LLC
JOSEPH M. LARSEN, C.P.A., P.C.
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES & ASSOCIATES, INC.
COLE FINANCIAL ADVISORS, INC.
EDWARD JONES
ACCUVEST GLOBAL ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER
Eric Dean Stuart
Jeffrey Robert Hurst
Catherine Audrey White
JACOB PERRY CAZIER
Eric Barnes

Other Offices

PORTSIDE WEALTH GROUP, LLC · PROVO, UT
JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT
RAYMOND JAMES & ASSOCIATES, INC. · Provo, UT
COLE FINANCIAL ADVISORS, INC. · PROVO, UT
EDWARD JONES · PROVO, UT
ACCUVEST GLOBAL ADVISORS, INC. · PROVO, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Provo, UT

More in Provo, UT

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