Robert Paul Galeria

Employer firm

Tencap Wealth Coaching CRD 166130

$285M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → Present
  Tencap Wealth Coaching, Llc
  South Jordan, UT
• 06/2013 → Present
  Independent Insurance Agent
  Salt Lake City, UT
• 11/2015 → Present
  Oakstead Infusion Pharmacy
  Layton, UT
• 09/2021 → Present
  Oakstead Infusion Pharmacy Of Eastern Idaho Llc
  Layton, UT

Other Businesses

1) INDEPENDENT INSURANCE AGENT; SALT LAKE, UT;06/2013; INSURANCE SALES AND SERVICES; GREATER THAN 75% OF TIME IN THIS BUSINESS ACTIVITY. 2) Oakstead Infusion Pharmacy; Non-Investment Related; Layston, Utah; Closed-door pharmacy; Managing Member; November 2015. 3) Oakstead infusion Pharmacy of Eastern Idaho LLC; non-inv related; Owner/Managing Member; Start 09/2021; approximately 80% of time spent in this business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-25
• S63 Uniform Securities Agent State Law Examination
  2010-03-09

Other Names

• Robby Galeria