KB
Kadin G. Bullock
SQUIRE WEALTH ADVISORS
Orem, UT 84097
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CRD#: 7557904
KB
Professional summary
Kadin Gregory Bullock is a registered financial advisor currently at SQUIRE WEALTH ADVISORS located in Orem, Utah.
Kadin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Kadin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Alder Holdings, LLC 450 N. 1500 W Orem, UT 84057 Home Security, Medical Alert Systems and Cameras Financial Analyst January 2020 - Present Non-Investment Related Duties include Corporate financial analytics, internal audit, payroll preparation, and software development. Devote 20 hours per month to this position, 0 of which are during securities trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Kadin Gregory Bullock's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 12, 2022 - Present
SQUIRE WEALTH ADVISORS
Office #1: 1329 South 800 East, Orem, UT 84097RIA
CRD#: 117750
Orem, UT
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".
SW
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)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Utah(9/12/2022)
Current Firm
SW
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)Upgrade to AdvisorCheck Premium
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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
12
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,656 |
| AUM (Assets Under Management) | $ 493,941,180 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SQUIRE WEALTH ADVISORS
CRD#: 117750Orem, UT 84097TRUST BUT VERIFY
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