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2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-06-29 |
Branch Locations
2727 North Washington Blvd Suite 100, North Ogden, UT 84414 • United States
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 |
|---|---|---|---|---|
| Vantage Point Investments | Sandy | UT | 12/2013 | 05/2017 |
| Vantage Point Management, Inc. | North Ogden | UT | 05/2017 | Present |
| Managed Account Research, Inc. (Dba Vantage Point Futures) | Chicago | IL | 05/2003 | Present |
1)ASSOCIATED PERSON OF MANAGED ACCOUNT RESEARCH INC.(unaffiliated firm) 25 HOURS PER MONTH - 10-2010 - MANAGED FUTURES, COMMODITIES & OPTIONS. 2) INDEPENDENT INSURANCE AGENT - SALES; LIFE (FIXED) CONTRACTS AS PART OF FINANCIAL PLAN 15 HOURS PER MONTH. Both activities are conducted at same address as Vantage Point Management, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-13 |
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