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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-02-11 |
| LA | RA | APPROVED | 2025-02-10 |
| TX | RA | APPROVED | 2025-02-07 |
| UT | RA | APPROVED | 2024-03-05 |
Branch Locations
462 E 800 N, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ljcooper Capital Management, Llc | Orem | UT | 01/2008 | Present |
| Dfpg Investments, Inc. | South Jordan | UT | 10/2011 | Present |
FirstPurpose Tax (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Accounting and tax services for clients Position & Start Date: Tax Advisor, June 2005 Hours/month (during business hours): 80 (80) Duties: Department head, review and deliver tax returns, and provide tax consulting to clients KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Member, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Passive investor KTB Ventures (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Member, 1/1/2020 Hours/month (during business hours): 1 (1) Duties: Make contributions for investments Independent Insurance Agent (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Insurance sales Position and Start Date: Insurance Agent, June 2005 Hours/month (during business hours): 1 (1) Duties: Independent agent for various insurance companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-31 |
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