Timothy Kirkpatrick Whipple

Current Employers

Employment History

• 02/2000 → Present
  L J Cooper Capital Management, Llc
  Orem, UT
• 03/1999 → Present
  Whipple Financial, Inc.
  Orem, UT
• 02/2004 → Present
  Whipple Property Management, Llc
  Orem, UT
• 01/2008 → Present
  Firstpurpose Wealth
  Orem, UT
• 10/2011 → Present
  Dfpg Investments, Inc.
  South Jordan, UT

Previous Registrations

• 2008-01-23 → 2024-07-17
  Diversify Wealth Management Llc
  Orem, UT
• 2014-10-13 → 2016-03-30
  Diversify Wealth Management, Inc.
  South Jordan, UT
• 2005-03-28 → 2008-07-24
  Cambridge Investment Research Advisors, Inc.
  Orem, UT
• 2004-04-01 → 2005-03-28
  Cambridge Investment Research, Inc.
  Orem, UT
• 2000-03-07 → 2004-04-02
  Voya Financial Advisors, Inc.
  Orem, UT

Other Businesses

KTC Properties (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for real estate assets Position & Start Date: Owner, August 2013 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: Owner, 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, July 2000 Hours/month (during business hours): 1 (1) Duties: Term life insurance sales KTC Ventures LLC (Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Holding company for private investment opportunities Position & Start Date: Manager/Member; June 2014 Hours/month (during business hours): 1 (1) Duties: Invest in private equity and capital enterprises (sole investment) CREEK 23 CAPITAL, LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 1 (1) Duties: Admin work CREEK 34 CAPITAL, LLC (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Dental holding company Position & Start Date: Member, June 2017 Hours/month (during business hours): 1 (1)Duties: Admin work and board meetings Slab Pizza (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Restaurant Position & Start Date: Shareholder; 01/21/2019 Hours/month (during business hours): 1 (0) Duties: Investment only, not involved in management. Brixton Partners (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Real Estate Position & Start Date: CFO, January 2021 Hours/month (during business hours): 16 (16) Duties: Brixton Partners purchases warehouses and then subdivides them for sale as individual units. Assist with accounting and provide advice on the tax implications of real estate transactions. Brixton Partners (Not Investment Related) 462 E 800 N, Orem, UT 84097 Main business: Real Estate Position & Start Date: CFO, January 2021 Hours/month (during business hours): 16 (16) Duties: Brixton Partners purchases warehouses and then subdivides them for sale as individual units. Assist with accounting and provide advice on the tax implications of real estate transactions. A Child's Hope Foundation (Investment related, No) Position and Start Date: Board Member, January 2020 Main Business: Charitable Organization Duties: ACHF hasa unique approach to "Lifting Orphans from Surviving to Thriving." Help connect donors to programs that are already working. Sit on the board Lifting Hands International (Investment related, No) Position and Start Date: Board Member, January 2020 Main Business: Charitable Organization Duties: Vote as a board member and support charitable activities LJ Cooper Tax Strategies (Investment related, No) Position&Start Date: Tax Preparer, July 2013 Duties: Prepare and file tax returns The Women and Children's Hope Foundation (Investment related, No) Position&Start Date: Board Member, June 2012 Duties: Attend quarterly board meetings (usually over phone) LJ Cooper Capital Management DBA LJ Cooper Wealth Advisors (Member, IAR), July 2000 Main Business: Tax planning, investment management, financial planning, retirement planning Hours/Month: 0 LJ Cooper Capital Management, LJ CooperWealth Advisors clear through Crump (Investment related, No) Main Business: Wealth Advisors, clear through Crump Duties: Sell term Life insurance as needed, Position&Start Date: Agent, July 2020. Raven 23 and Raven 34 (Investment Related: yes) Main Business: Implement and Maintain Accounting system Hours/Month: 5% Duties: Purchased and operating a group of medspas; www.spatrouve.com; Position and Start Date: Investor, January 2024.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-30
• S63 Uniform Securities Agent State Law Examination
  1997-01-27

Designations

Other Names

• Tim K Whipple