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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-05 |
Branch Locations
462 E 800 N Orem, Ut, Usa, 84097, Orem, UT 84097 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-05 |
Branch Locations
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
462 E 800 N, Orem, UT 84097 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ljcooper Capital Management | Orem | UT | 12/2015 | Present |
| Private Capital Group | Alpine | UT | 03/2014 | 04/2017 |
RGA Capital Investments (Investment Related) 10177 N Riverside Ln, Highland, UT 84003 Main business: Family investment company Position & State Date: Member, 1997 Hours/month (during business hours): 2 (0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Make management decisions. Creek 23 Capital (Investment Related) 462 E 800 N, Orem, UT 84097 Main Business: Dentistry Position & Start Date: Member, June 1, 2017 Hours/month (during business hours): 10 (10) Duties: Assist with account functions for primary investment held by the company 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, August 2017 Hours/month (during business hours): 80 (80) Duties: Review and deliver tax returns 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, August 2017 Hours/month (during business hours): 2 (2) Duties: Keep the books, do the tax return KTB Ventures (Investment related) 462 E 800 N, Orem, UT 84097 Main business: Pooling money to invest in private ventures Position & State Date: Member, August 2017 Hours/month (during business hours): 1 (0) Duties: Keep the books, do the tax return and make decisions on how the money will be invested. Have input in management decisions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-20 |
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