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240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-15 |
Branch Locations
240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Promontory Financial Planning | Farmington | UT | 02/2022 | Present |
| Ready Wise | Salt Lake City | UT | 01/2019 | 01/2022 |
| Langeveld Household | Farmington | UT | 12/2012 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-06 |
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