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677 North 1890 West, Provo, UT 84601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2014-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Solutions Investments, Inc. | Provo | UT | 04/2014 | Present |
| Retirement Solutions, Inc. | Provo | UT | 06/2003 | Present |
CEO/OWNER OF RETIREMENT SOLUTIONS, INC., AN INVESTMENT RELATED INSURANCE AGENCY LOCATED IN PROVO, UT, PROVIDING ANNUITIES, LIFE INSURANCE, HEALTH INSURANCE, STARTED 06/2003. ACTIVITY REPRESENTS APPROXIMATELY 160 HOURS PER MONTH, SOME OF WHICH DURING SECURITIES TRADING HOURS. MANAGING MEMBER OF WHARTON PROPERTIES, LLC, A NON-INVESTMENT RELATED PROPERTY MANAGEMENT BUSINESS LOCATED IN PAYSON, UT STARTED 12/2010. ACTIVITY REPRESENTS APPROXIMATELY 4 HOURS PER MONTH DURING NON-TRADING HOURS. MANAGING MEMBER OF RIDE IT OUT, LLC, A NON-INVESTMENT RELATED PROPERTY MANAGEMENT BUSINESS LOCATED IN PAYSON, UT STARTED 02/2025. ACTIVITY REPRESENTS APPROXIMATELY 4 HOURS PER MONTH DURING NON-TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-10 |
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