Best Investors Account Sign in
Current Employers
Parkwoods Wealth Partners, Llc

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-06-09
  • UT RA
    APPROVED
    Since 2026-06-09

Branch Locations

222 South Central Avenue Suite 500, Clayton, MO 63105 • United States

North Salt Lake, UT • 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
Parkwoods Wealth Partners, Llc Clayton MO 05/2026 Present
Deseret Mutual Benefit Advisors Salt Lake City UT 01/2011 09/2022
Investment Metrics, Inc Dba Wellspring Financial Partners Tucson AZ 10/2022 05/2026
  • 05/2026 → Present
    Clayton, MO
  • 01/2011 → 09/2022
    Deseret Mutual Benefit Advisors
    Salt Lake City, UT
  • 10/2022 → 05/2026
    Investment Metrics, Inc Dba Wellspring Financial Partners
    Tucson, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-21
  • S66 Uniform Combined State Law Examination
    2009-04-21
Designations
Other Names
  • Jacob Lingard

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clayton, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor