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David Morris Shapiro

Peak Investment Coaching, LLC

Logan, UT

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Current Employers
Peak Investment Coaching, Llc

88 West Center Street, Logan, UT 84321 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-07
WY RA APPROVED 2019-03-19
ID RA APPROVED 2017-05-22
UT RA APPROVED 2013-08-07
  • AZ RA
    APPROVED
    Since 2026-08-07
  • WY RA
    APPROVED
    Since 2019-03-19
  • ID RA
    APPROVED
    Since 2017-05-22
  • UT RA
    APPROVED
    Since 2013-08-07

Branch Locations

88 West Center Street, Logan, UT 84321 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Peak Investment Coaching, Llc Logan UT 07/2013 Present
Peak Insurance, Llc Logan UT 05/2013 Present
Previous Registrations
  • 2008-04-24 → 2013-08-06
    Centaurus Financial, Inc.
    Centennial, CO
    Highlands Ranch, CO
  • 2007-07-02 → 2008-04-23
    Brecek & Young Advisors, Inc.
    Greenwood Village, CO
    Cincinnati, OH
  • 2006-10-10 → 2007-07-09
    Legacy Advisory Services, Inc.
    Greenwood Villa, CO
Other Businesses

PEAK INSURANCE, LLC; INSURANCE SINCE 05/2013; LOGAN, UT; OWNER/MANAGING MEMBER; APPROXIMATELY 20 HOURS PER MONTH; INSURANCE SALES AND SERVICES

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-17
S65 Uniform Investment Adviser Law Examination 2006-09-20
  • S63 Uniform Securities Agent State Law Examination
    2011-09-17
  • S65 Uniform Investment Adviser Law Examination
    2006-09-20
Other Names
  • David M Shapiro

View on SEC IAPD

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Other Offices

HAROLD DANCE INVESTMENTS · LOGAN, UT
EDWARD JONES · LOGAN, UT
LPL FINANCIAL LLC · LOGAN, UT
EDWARD JONES · LOGAN, UT
DIVERSIFY ADVISORY SERVICES, LLC · LOGAN, UT
BEACON FINANCIAL PLANNING, LLC · LOGAN, UT
BEACON FINANCIAL PLANNING, LLC · LOGAN, UT
RILEY S. CROSBIE ADVISORY, LLC · LOGAN, UT

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