Brian Stallings Clegg

Current Employers

Optimal Investment Performance, Llc

American Fork, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-09-17

UT RA
APPROVED

Since 2024-09-17

Branch Locations

American Fork, UT • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Optimal Investment Performance,Llc	American Fork	UT	09/2024	Present
Avantor	Radnor	PA	01/2016	Present

09/2024 → Present

Optimal Investment Performance,Llc

American Fork, UT
01/2016 → Present

Avantor

Radnor, PA

Other Businesses

Avantor; Radnor, PA; Biopharma Relationship Manager since 01/2016; not investment related; 160 hrs/mo

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-03-22

S63 Uniform Securities Agent State Law Examination

2002-03-22

Designations

View on SEC IAPD