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Donald Bradford Edgren

Sepio Capital, LP

Salt Lake City, UT

Alamo, CA

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Current Employers
Sepio Capital, Lp

2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2021-07-27
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2021-07-27

Branch Locations

2795 E Cottonwood Parkway Suite 600, Salt Lake City, UT 84121 • United States

3201 Danville Blvd Suite 295, Alamo, CA 94507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 San Francisco CA 04/2008 05/2017
Sepio Capital, Llc San Francisco CA 05/2017 Present
  • 04/2008 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
    San Francisco, CA
  • 05/2017 → Present
    Sepio Capital, Llc
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-24
S63 Uniform Securities Agent State Law Examination 1999-09-20
  • S66 Uniform Combined State Law Examination
    2001-09-24
  • S63 Uniform Securities Agent State Law Examination
    1999-09-20
Other Names
  • Brad Edgren

View on SEC IAPD

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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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