Job F. Pingree

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CRD#: 1563460

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Job Frederick Pingree, who also goes by Toby Pingree, was a registered financial professional .

Job is a previously registered financial professional and started their career in finance in 1986. Job had worked at 3 firms and has passed the Series 22 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Toby Pingree

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 15, 2013 - December 31, 2016

SQUIRE WEALTH ADVISORS

RIA

CRD#: 117750

OREM, UT

Past

July 20, 1999 - April 3, 2013

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

SALT LAKE CITY, UT

Past

December 3, 1986 - October 10, 1989

WARNER BECK INCORPORATED

CRD#: 11076

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 117750 / SEC#: 801-78495

RIA

Registered Investment Advisory firm - (9/5/2013 Approved)

Idaho

Registered Investment Advisory firm - (9/11/2013 Terminated)

Utah

Registered Investment Advisory firm - (9/11/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 22

Date: 11/20/1986

Direct Participation Programs Representative Examination

Current Firm

SQUIRE WEALTH ADVISORS

SQUIRE INVESTMENT | SQUIRE WEALTH MANAGEMENT | SQUIRE WEALTH ADVISORS | SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC

CRD#: 117750 / SEC#: 801-78495

RIA

Registered Investment Advisory firm - (9/5/2013 Approved)

Idaho

Registered Investment Advisory firm - (9/11/2013 Terminated)

Utah

Registered Investment Advisory firm - (9/11/2013 Terminated)

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Contact information

Main Address

1329 South 800 East, Orem, UT 84097

Mailing Address

Phone number

(801) 226-7722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SQUIRE INVESTMENT MANAGEMENT COMPANY, LLC FORM ADV PART 2 (11/21/2025)

Regulatory assets under management

Total Number of Accounts	1,656
AUM (Assets Under Management)	$ 493,941,180

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Job F. Pingree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SQUIRE WEALTH ADVISORS

EARNED WEALTH ADVISORS, LLC

WARNER BECK INCORPORATED

Primary Firm SEC Registration

SQUIRE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 22

Date: 11/20/1986

Current Firm

SQUIRE WEALTH ADVISORS

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SQUIRE WEALTH ADVISORS

TRUST BUT VERIFY

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