Brad Jedd Myers

Current Employers

Employment History

• 09/2008 → 08/2017
  National Planning Corporation
  Salt Lake City, UT
• 08/2017 → 07/2022
  Geneos Welath Management Inc
  South Jordan, UT
• 07/2022 → Present
  Transitional Broker, Llc
  Draper, UT
• 07/2022 → Present
  Lone Peak Advisers, Llc
  Draper, UT

Previous Registrations

• 2022-07-19 → 2022-12-31
  Lone Peak Advisers
  Draper, UT
• 2017-08-16 → 2022-07-18
  Geneos Wealth Management, Inc.
  South Jordan, UT
  South Jordan, UT
  Cedar City, UT
• 2008-09-03 → 2017-08-16
  National Planning Corporation
  Las Vegas, NV
  Henderson, NV
  Los Angeles, CA
  St. George, UT
  Provo, UT
  Salt Lake City, UT
  Ogden, UT
  South Jordan, UT
  South Jordan, UT
• 2004-02-17 → 2008-09-12
  Hornor, Townsend & Kent, Llc
  Holladay, UT
  St George, UT
  Ogden, UT
  Provo, UT
  Horsham, PA
• 2003-05-09 → 2003-09-18
  Principal Securities, Inc.
  Midvale, UT

Other Businesses

GRANITE CANYON Consulting, DBA - 11/2024 to Present - South Jordan, Utah. DBA for wealth management practice that works under the RIA & BD for which I am currently registered. 2) Independent Insurance Rep, under my own name, with various insurance carriers for fixed insurance business; Not investment related 3) MDRT (Million Dollar Round Table) 325 West Touhy Ave Park Ridge IL 60068 Securities Networking, Non-Profit, Investment Related, Committee Member 10/31/2014; 8hours/Mo; 5 during trading hours. 4) DISCOVERY WEALTH MANAGEMENT LLC - Owner/Member; 06/2014 to Present; personal LLC for own personal business tax filing purposes and fixed insurance; Not Investment Related.5) Spherica-Representative, 1/1/2024 to present, non-investment related, health insurance. 6) Pepperwood Financial- 3/21/25- Present- South Jordan, Utah. DBA for wealth Management practice that works under the RIA & BD for which I am currently registered. MDRT-Volunteer; Is the business investment related: No; 325 W. Toughy Ave Park Ridge Il 60068 USA; Volunteer for an Industry related organization- Study Group; Help with meeting and study group activities; 2003-06-06; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 2; Pepperwood Financial; Owner; Is the business investment related: Yes; 11650 South State Street #200 Draper UT 84020 USA; DBA used for Brad Myers; Investment advice and financial planning; 2017-08-11; Hours per month devoted to business during trading hours: 100; Hours per month devoted to business outside trading hours: 60; Fixed Insurance; Advisor; Is the business investment related: No; 11650 South State Street Draper Ut 84020 USA; Fixed insurance and Health Insurance; Help implement fixed or health insurance plans; 2001-01-01;Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Spherica- Representative; is the business investment related: No; 1124 So. South Jordan Pkwy, Suite D, South Jordan, UT 84005 USA; provider of health insurance to individuals and companies. 1/1/2024; Hours per month devoted to business during trading hours 2: Hours per month devoted to business outside trading hours: 0 Discovery Wealth Management- is the business investment related: no: 11539 South 3420 West, South Jordan, UT 84095 USA, Fixed Insurance Sales-tax reporting; Owner/member; 6/18/2013; 40 hours per month devoted to business during trading hours. Pepperwood Financial LLC ; Owner; Is the business investment related: Yes; 11650 South State Street #200 Draper UT 84020 USA; DBA used for Brad Myers; Investment advice and financial planning; 2025-03-21; Hours per month devoted to business during trading hours: 140; Hours per month devoted to business outside trading hours: 20; Website address for the organization: www.pepperwoodfin.com.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-14
• S63 Uniform Securities Agent State Law Examination
  2000-05-10

Designations