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Stephen Wesley Reeves

Private Advisory

Lehi, UT

Redmond, WA

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Current Employers
Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-08-01
  • UT RA
    APPROVED
    Since 2022-08-01

Branch Locations

1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • 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
Approach Capital Provo UT 01/2020 05/2022
Footprints Coastal Inc. Panama City Beach FL 01/2012 10/2019
Private Advisory Group Llc Draper UT 06/2022 Present
  • 01/2020 → 05/2022
    Approach Capital
    Provo, UT
  • 01/2012 → 10/2019
    Footprints Coastal Inc.
    Panama City Beach, FL
  • 06/2022 → Present
    Private Advisory Group Llc
    Draper, UT
Previous Registrations
Other Businesses

Mr. Reeves has been a managing member of Magic-Closet LLC, a non-investment-related business, since June 2021. Magic-Closet LLC is located at 5314 River Run Dr. Ste. 050, Provo, UT 84604. They provide online sales of an outdoor pickleball game. Mr. Reeves' responsibilities include accounting, finance, and sales. He devotes approximately 2 hours per month to this business, none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-19
  • S65 Uniform Investment Adviser Law Examination
    2004-05-19
Designations
Other Names
  • Stephen Wesley Reeves

View on SEC IAPD

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