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16880 Ne 79Th Street, Redmond, WA 98052 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-01-12 |
Branch Locations
1557 W Innovation Way Suite 500, Lehi, UT 84043 • United States
16880 Ne 79Th Street, Redmond, WA 98052 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abg Consultants | Salt Lake City | UT | 11/2008 | 12/2021 |
| Private Advisory Group Llc | Draper | UT | 01/2022 | Present |
Licensed insurance agent for life and health since 2004; non-investment related; 4740 North Sunset Way, Lehi, UT 84043; approximately one hour per month, not during trading hours. Blueprint Financial LLC; non-investment related; 4740 North Sunset Way, Lehi, UT 84043; sole managing member of LLC used only for internal business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-25 |
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