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240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-01-04 |
| UT | RA | APPROVED | 2017-10-16 |
Branch Locations
499 Spanish Fields Drive, Spanish Fork, UT 84660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Payson | UT | 09/2014 | 10/2017 |
| Promontory Financial Planning | Farmington | UT | 10/2017 | Present |
1)INDEPENDENT INSURANCE AGENT,YES,136 WEST COVE DRIVE, ELK RIDGE, UT 84651,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,09/25/2006,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS 2)TOWN SQUARE APARTMENTS,NO,1070 S. OREM BLVD #82 OREM, UT 84050,RESIDENTIAL REAL ESTATE,OWNER,01/01/2006,10,10,OWNER OF PROPERTY. 3)KELLEY SERVICES,NO,154 WEST 1230 NORTH PROVO, UT 84604,SUBSTITUTE TEACHING,TEACHER,01/07/2013,15,15,TEACHING MATH, ENGLISH, HISTORY, SCIENCE CLASSES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-01 |
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