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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-15 |
| TX | RA | APPROVED | 2023-08-09 |
Branch Locations
2225 Washington Blvd Suite 230, Ogden, UT 84401 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2009 | 08/2023 |
| Kestra Investment Services, Llc | Ogden | UT | 08/2023 | Present |
| Kestra Private Wealth Services, Llc | Ogden | UT | 08/2023 | Present |
Business Name: CATALYST RETIREMENT SOLUTIONS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 08/09/2023 ADDRESS: 372 e 24th street, Ogden UT 84403, United States DESCRIPTION: Retirement planning, Investment selection, Retirement reviews and updates, Wealth consultation. Insurance review and adjustment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
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