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240 N. East Promontory Suite 200, Farmington, UT 84025 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-10-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Alpine | UT | 02/2008 | 09/2017 |
| Simons/Carrera | Alpine | UT | 02/2008 | 09/2017 |
| Bfc Planning, Inc. | Kaysville | UT | 12/2013 | 09/2017 |
| Promontory Financial Planning | Farmington | UT | 09/2017 | Present |
1.VALENTINE INSURANCE-Y-KAYSVILLE, UT-HEALTH INSURANCE-AGENT-01/1986-5-3-INSURANCE SALES 2.ROB SIMONS, INC.-Y-KAYSVILLE, UT-FIXED INSURANCE-AGENT-01/1986-5-3-INSURANCE SALES 3.Museum of Clean (Family 501C3)-N-Layton, UT-Museum of cleaning lifestyle-Committee Member-03/2017-5-0-Museum of cleaning lifestyle and learning center.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-12 |
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