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2000 John Loop, Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-14 |
Branch Locations
Springville, UT • United States
2000 John Loop, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-10 |
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