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437 Newman Springs Road, Lincroft, NJ 07738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara | CA | 03/2024 | Present |
| America First Federal Credit Union | St George | UT | 12/2020 | 03/2024 |
| Don's Super Market | Paonia | CO | 04/2014 | 12/2020 |
1. Insurance; Non-Investment Related; 149 N 1200 E. Lehi, UT, 84043; Life, Health, Accidental & Sickness Insurance; Insurance Agent; 1 hour per month; 1 hour during trading hours; Licensed Life, Health and Accidental or Sickness agent for Redstone Advisors LLC. Part of creating a comprehensive financial plan will be evaluating life insurance needs for clients and the possible sale of life insurance. 2. D.L. Holt & Company; Non-Investment Related; Cedar City, UT 84721; This is a business that I just started that is a side from RedStone/Pensionmark. I offer financial coaching, going over budgets, debt management, credit management, and overall finances. There is no investment, tax, or legal advice rendered. This business is mainly for people who are struggling with their finances and need help getting a BASIC knowledge of financial concepts; Owner; 5/1/2024; Financial coaching for a fee; 30 hours per month; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
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