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380 N. 200 W. #102, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis School District | West Bountiful | UT | 09/2016 | 09/2017 |
| Able & Strong Advisors, Inc. | Bountiful | UT | 09/2017 | Present |
| Imagine Personal Finance Llc | West Bountiful | UT | 01/2025 | Present |
Ms. Cox is also the president of Imagine Personal Finance LLC, a non investment related financial coaching practice. The firm started in January 2025, is operated out of her residence, and she expects to spend approximately 10% of her time in this capacity. Some of these hours will be during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-30 |
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