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Inactive

Isaac Bartholomew

Symmetry Partners

Lindon, UT

Glastonbury, CT

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Current Employers
Symmetry Partners

151 National Drive, Glastonbury, CT 06033 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-12-09
CT RA APPROVED 2024-12-07
  • UT RA
    APPROVED
    Since 2024-12-09
  • CT RA
    APPROVED
    Since 2024-12-07

Branch Locations

387 W. 600 N., Lindon, UT 84042 • United States

151 National Drive, Glastonbury, CT 06033 • 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
Symmetry Partners, Llc Glastonbury CT 12/2024 Present
401K Belay Lindon UT 08/2023 Present
The Church Of Jesus Christ Of Latter-Day Saints London 08/2021 08/2023
N/A Pleasant Grove UT 06/2021 08/2021
Walgreens Pharmacy Lehi UT 03/2021 06/2021
American Fork Parks & Recreation American Fork Utah UT 03/2019 03/2021
Alpine School District American Fork UT 12/2014 03/2019
  • 12/2024 → Present
    Symmetry Partners, Llc
    Glastonbury, CT
  • 08/2023 → Present
    401K Belay
    Lindon, UT
  • 08/2021 → 08/2023
    The Church Of Jesus Christ Of Latter-Day Saints
    London
  • 06/2021 → 08/2021
    N/A
    Pleasant Grove, UT
  • 03/2021 → 06/2021
    Walgreens Pharmacy
    Lehi, UT
  • 03/2019 → 03/2021
    American Fork Parks & Recreation
    American Fork Utah, UT
  • 12/2014 → 03/2019
    Alpine School District
    American Fork, UT
Other Businesses

401(k) Servicing and Administration.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-27
  • S65 Uniform Investment Adviser Law Examination
    2024-06-27
Other Names
  • Ike Bartholomew

View on SEC IAPD

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Other Offices

OXFORD WEALTH MANAGEMENT · LINDON, UT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Lindon, UT
ARTEGIUS CAPITAL INC. · LINDON, UT
J.P. MORGAN SECURITIES LLC · LINDON, UT
TRIAD WEALTH PARTNERS, LLC · Orem, UT
TIMPANOGOS FINANCIAL ADVISORS, INC. · OREM, UT
PETERSON WEALTH ADVISORS, LLC · OREM, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Orem, UT

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