Best Investors Account Sign in
Current Employers
Pinkerton Wealth Partners

2000 John Loop, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-14
  • UT RA
    APPROVED
    Since 2024-08-14

Branch Locations

Springville, UT • United States

2000 John Loop, Coeur D'ALene, ID 83814 • 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
Pinkerton Retirement Specialists, Llc Springville UT 08/2024 Present
Squire & Company, Llc East Orem UT 08/2010 03/2017
Privi, Llc Springville UT 01/2023 Present
Dspro, Llc Springville UT 04/2017 Present
  • 08/2024 → Present
    Pinkerton Retirement Specialists, Llc
    Springville, UT
  • 08/2010 → 03/2017
    Squire & Company, Llc
    East Orem, UT
  • 01/2023 → Present
    Privi, Llc
    Springville, UT
  • 04/2017 → Present
    Dspro, Llc
    Springville, UT
Other Businesses

BLUE BISON CAPITAL, LLC MEMBER MULTI FAMILY REAL ESTATE INVESTMENTS SINCE 06/2021 INVESTMENT RELATED PRIVI, LLC MANAGING PARTNERS FAMILY OFFICE ADVISORY SERVICES SINCE 01/2023 INVESTMENT RELATED DSPRO, LLC MANAGING PARTNER SINCE 04/2017 INVESTMENT RELATED PINKERTON WEALTH MANAGEMENT DBA FOR ADVISORY SERVICES SINCE 08/2024

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-10
  • S65 Uniform Investment Adviser Law Examination
    2023-02-10

View on SEC IAPD

More in Springville, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor