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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-05 |
Branch Locations
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Company | Spokane | WA | 12/2008 | 09/2017 |
| Allred Jackson Financial Planning, Llc | North Logan | UT | 11/2017 | 12/2024 |
| Golden State Equity Partners | Richmond | UT | 12/2024 | Present |
Marshall Wealth Advisors dba for Golden State Equity Partners, investment related, 127 W 390 S Richmond, UT 84333, Investment Adviser, start 12/2024, 160 hours/month, all during trading hours Licensed Insurance Agent, investment related, 127 W 390 S Richmond, UT 84333, Investment Adviser, start 12/2024, 20 hours/month, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
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