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Mathew A. Park

Strategic Planning Group

Bountiful, UT

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Current Employers
Strategic Planning Group

190 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-11
UT RA APPROVED 2025-04-11
  • TX RA
    APPROVED
    Since 2025-04-11
  • UT RA
    APPROVED
    Since 2025-04-11

Branch Locations

190 South Main Street, Bountiful, UT 84010 • 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
Strategic Planning Group Bountiful UT 07/2024 Present
Seven Multi-Site Solutions Downers Grove IL 11/2022 07/2024
Coolsys - Refrigeration & Hvac Systems Brea CA 05/2020 11/2022
Comfort Systems Usa (Intermountain), Inc. Salt Lake City UT 02/2008 05/2020
Luxbuilt Llc Mountain Green UT 01/2017 02/2025
Strategic Planning Group Bountiful UT 04/2025 Present
  • 07/2024 → Present
    Strategic Planning Group
    Bountiful, UT
  • 11/2022 → 07/2024
    Seven Multi-Site Solutions
    Downers Grove, IL
  • 05/2020 → 11/2022
    Coolsys - Refrigeration & Hvac Systems
    Brea, CA
  • 02/2008 → 05/2020
    Comfort Systems Usa (Intermountain), Inc.
    Salt Lake City, UT
  • 01/2017 → 02/2025
    Luxbuilt Llc
    Mountain Green, UT
  • 04/2025 → Present
    Strategic Planning Group
    Bountiful, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-28
  • S65 Uniform Investment Adviser Law Examination
    2025-03-28
Other Names
  • Mat Park

View on SEC IAPD

Other Firms

SG TRADING SOLUTIONS, LLC
SUMMIT GLOBAL INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
WEALTH MODE
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
ABLE & STRONG ADVISORS, INC.

Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
SUMMIT GLOBAL INVESTMENTS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

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