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Gregory Inouye Oda

Ag Financial

Salt Lake City, UT

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Current Employers
Ag Financial

2825 East Cottonwood Parkway Suite 500, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2008-09-25
  • UT RA
    APPROVED
    Since 2008-09-25

Branch Locations

2825 East Cottonwood Parkway Suite 500, Salt Lake City, UT 84121 • 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
United Planners' Financial Services Scottsdale AZ 06/2008 Present
Ag Financial, Llc Salt Lake City UT 04/2008 Present
Greg Oda Salt Lake City UT 01/2009 Present
  • 06/2008 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/2008 → Present
    Ag Financial, Llc
    Salt Lake City, UT
  • 01/2009 → Present
    Greg Oda
    Salt Lake City, UT
Previous Registrations
  • 2007-04-02 → 2008-04-16
    Morgan Stanley & Co. Llc
    Salt Lake City, UT
  • 2005-09-29 → 2007-04-02
    Morgan Stanley Dw Inc.
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

1.) AG FINANCIAL, LLC - AGENT/ADVISOR - INDEPENDENT INSURANCE AGENCY - SALT LAKE CITY, UT - SINCE 01/2009 - INVESTMENT RELATED 2.) AG FINANCIAL - INVESTMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - SALT LAKE CITY, UT - SINCE 06/2008 - INVESTMENT RELATED 3.) AG FINANCIAL LLC - DBA NAME FOR MARKETING PURPOSES ONLY - SALT LAKE CITY, UT - SINCE 09/2019 - INVESTMENT RELATED 4.) GREGORY ODA - INSURANCE AGENT - INDEPENDENT INSURANCE AGENCY - SALT LAKE CITY, UT - SINCE 01/2009 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-28
  • S66 Uniform Combined State Law Examination
    2005-09-28
Other Names
  • Greg Oda
  • Gregory Oda

View on SEC IAPD

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D.A. DAVIDSON & CO.
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LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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