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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 | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2019 | 06/2026 |
| Nucor Steel | Plymouth | UT | 02/2014 | 01/2019 |
| Kestra Investment Services, Llc | Ogden | UT | 06/2026 | Present |
| Kestra Private Wealth Services, Llc | Ogden | UT | 06/2026 | Present |
Name: CATALYST RETIREMENT SOLUTIONS POSITION: Independent Contractor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/11/2026 ADDRESS: 2225 Washington Blvd, Suite 230, Ogden UT 84401, United States DESCRIPTION: To invest and assist my clients in their best interests according the laws and regulations provided by the SEC and Finra
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-16 |
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