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Thomas Allen Reed

Truenorth Wealth

Salt Lake City, UT

San Francisco, CA

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Current Employers
Truenorth Wealth

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-15
UT RA APPROVED 2023-08-01
  • CA RA
    APPROVED
    Since 2024-07-15
  • UT RA
    APPROVED
    Since 2023-08-01

Branch Locations

1935 Vine Street, Suite 120, Salt Lake City, UT 84121 • United States

San Francisco, CA • 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
Truenorth Wealth Salt Lake City UT 09/2021 Present
Brj Distributing Boise ID 05/2021 09/2021
Gonzaga University Spokane WA 08/2020 05/2021
Brj Distributing Boise ID 05/2020 08/2020
Gonzaga University Spokane WA 08/2019 05/2020
Truenorth Wealth Salt Lake City UT 05/2019 08/2019
Gonzaga University Spokane WA 08/2018 05/2019
Brj Distributing Boise ID 05/2018 08/2018
Truenorth Wealth Salt Lak City ID 07/2023 Present
Gonzaga University Spokane WA 08/2017 05/2018
Brj Distributing Boise ID 05/2017 08/2017
Bishop Kelly High School Boise ID 08/2014 05/2017
  • 09/2021 → Present
    Truenorth Wealth
    Salt Lake City, UT
  • 05/2021 → 09/2021
    Brj Distributing
    Boise, ID
  • 08/2020 → 05/2021
    Gonzaga University
    Spokane, WA
  • 05/2020 → 08/2020
    Brj Distributing
    Boise, ID
  • 08/2019 → 05/2020
    Gonzaga University
    Spokane, WA
  • 05/2019 → 08/2019
    Truenorth Wealth
    Salt Lake City, UT
  • 08/2018 → 05/2019
    Gonzaga University
    Spokane, WA
  • 05/2018 → 08/2018
    Brj Distributing
    Boise, ID
  • 07/2023 → Present
    Truenorth Wealth
    Salt Lak City, ID
  • 08/2017 → 05/2018
    Gonzaga University
    Spokane, WA
  • 05/2017 → 08/2017
    Brj Distributing
    Boise, ID
  • 08/2014 → 05/2017
    Bishop Kelly High School
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27

View on SEC IAPD

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TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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