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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-03-26 |
Branch Locations
9957 South Jordan Gateway, Sandy, UT 84070 • United States
3333 N Digital Drive #700, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilbert & Stewart | Provo | UT | 01/1983 | Present |
| Knox Capital Advisors, Llc | Draper | UT | 01/2009 | 12/2018 |
| Magellan Capital Llc | Lehi | UT | 01/2020 | 12/2020 |
| E. Excel Usa, Llc | Sandy | UT | 01/2019 | Present |
| Drive Wealth Advisers | Lehi | UT | 03/2021 | Present |
GILBERT & STEWART, CPA; OF COUNSEL; NON-INVESTMENT RELATED: NO; 190 W 800 N, PROVO, UT 84601; CPA FIRM; TAX PREPARER; 2014-07-01; 10 HOURS/MONTH/TRADING E. EXCEL USA, LLC; CEO; NON INVESTMENT RELATED; 9957 S. JORDAN GATEWAY, SANDY, UT 84070; MLM BUSINESS; 2019-01-01; 70 HOURS/MONTH/TRADING; I am also a partner in the entity E. Excel USA, LLC (a dietary supplement company) and hold the position of CEO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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