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406 W. South Jordan Parkway Suite 240, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2018-08-01 |
Branch Locations
406 W. South Jordan Parkway Suite 240, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2008 | 07/2018 |
| Legacy Planning Group | Draper | UT | 03/2008 | 10/2018 |
| Lone Peak Capital Management, Llc | Draper | UT | 08/2016 | 11/2017 |
| Ifs Securities Inc. | Atlanta | GA | 07/2018 | 11/2019 |
| Lpg Capital Management, Inc. | South Jordan | UT | 07/2018 | Present |
| Transitional Broker | Draper | UT | 09/2021 | 12/2021 |
LPG Capital Management, INC - RIA POSITION: Compliance Officer NATURE: Investment-Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2018 ADDRESS: 406 W. South Jordan Parkway, Suite 240, South Jordan, Utah, 84095, United States DESCRIPTION: Manage and service investments. See ADV II for complete description of fees and services. I also handle the compliance aspects for the RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-21 |
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