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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-10-11 |
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 |
|---|---|---|---|---|
| Jamestown Law Group | Provo | UT | 10/2000 | Present |
| Jamestown Wealth Management Llc | Provo | UT | 04/2009 | 12/2018 |
| Sego Capital Management, Llc | Provo | UT | 04/2016 | 06/2018 |
| Red Rock Management Company Inc. | Provo | UT | 07/2010 | Present |
| Courtyard Office Suites, Llc | Provo | UT | 10/2009 | Present |
| Foresight Wealth Management, Llc | Draper | UT | 04/2018 | 12/2022 |
| Drive Wealth Advisers | Lehi | UT | 10/2022 | Present |
1.) JAMESTOWN LAW GROUP, INC - NON-INVESTMENT LEGAL SERVICES, 3651 N. 100 E STE 300, PROVO, UT 84604, ATTORNEY AT LAW, SOLE OWNER. STARTED 10/2000 TO PRESENT, 20 HOURS PER MONTH (NOT DURING TRADING HOURS). PROVIDER OF LEGAL ADVICE AND SERVICE; 2.) COURTYARD OFFICE SUITES, LLC - NON-INVESTMENT RELATED, 3651 N 100 E STE 300, PROVO, UT 84604, MEMBER MANAGER OF LLC THAT PROVIDES COMMERCIAL PROPERTY MANAGEMENT SERVICES, STARTED 10/2009 TO PRESENT, 10 HOURS PER MONTH (NOT DURING TRADING HOURS); 3.) RED ROCK MANAGEMENT COMPANY, INC. - NON-INVESTMENT RELATED, 3651 N 100 E STE 300, PROVO, UT 84604, PRESIDENT AND SOLE-OWNER OF COMPANY THAT HOLDS PERSONAL ASSETS. STARTED 07/2010 TO PRESENT, 5 HOURS PER MONTH (NOT DURING TRADING HOURS) 4.) DRIVE WEALTH ADVISERS; INVESTMENT RELATED; LEHI, UT; RIA; IAR; START DATE 10/2022; APPROXIMATELY 144 HOURS/MONTH ALL DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-18 |
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