David John Allred

Current Employers

Employment History

• 04/2011 → 05/2017
  Girard Securities, Inc.
  San Diego, CA
• 04/2017 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2017 → 09/2022
  Foresight Wealth Management
  Draper, UT
• 09/2022 → Present
  Ignite Planners Llc
  South Jordan, UT

Previous Registrations

• 2017-05-24 → 2022-11-11
  Foresight Wealth Management, Llc
  Draper, UT
• 2011-04-18 → 2017-05-23
  Girard Securities, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  San Diego, CA
• 2008-12-08 → 2011-04-25
  Equitable Advisors, Llc
  Salt Lake City, UT
  South Jordon, UT
  Salt Lake City, UT
  South Jordan, UT

Other Businesses

1) Allred Synergy, Inc. dba Retirement Solution Group; NIR; 11550 S. 700 East, Suite 100, South Jordan UT 84020; Marketing and operations; 01/1995; 40 HR/Month; 0 HR During Trading. 2) Proactive Tax; NIR; 115500 S. 700 East, Suite 100, South Jordan, UT 84020; Tax Prep; Owner; 07/30/2015; 5 HR/Month. 3) Allred Retirement Services; IR; 11550 S. 700 East, Suite 100, South Jordan UT 84020; Insurance Agency; Fixed annuities, term & whole life, Medicare, LT care agent; Agent; 01/2000; 40.8 HR/Month; 10 HR During Trading; Selling fixed insurance, term and whole life insurance. 4) Ignite Planners DBA Atlas Investment Management. Investment Related. At registered location. RIA. Investment Advisor. 10/2022. Hrs/month 30 all during trading hours. Provide financial advice to clients

Exams

• S66 Uniform Combined State Law Examination
  2008-12-01
• S63 Uniform Securities Agent State Law Examination
  1994-06-20

Other Names

• David J Allred