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3200 Club House Dr. Suite 125, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2021-01-06 |
| TX | RA | APPROVED_RES | 2021-01-04 |
Branch Locations
3200 Club House Dr. Suite 125, Lehi, UT 84043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Home Mortgage | Orem | UT | 03/2007 | Present |
| Vantage Point Investments | Sandy | UT | 03/2014 | 08/2018 |
| Sprout Financial Llc | Lehi | UT | 08/2018 | 12/2020 |
| Prosper Wealth Solutions | Lehi | UT | 08/2020 | Present |
Prosper Wealth Insurance, LLC Owner, Agent 971 W Wade Circle, Lehi, UT 84043 10-20 hrs per week during trading hours. Invest Self-Directed, LLC NON-Investment Related 3400 N 1200 W, Suite 103, Lehi, UT 84043 10 HRS PER WEEK during trading hours Self-Directed Entity Setup Rock, Road & Trail NON-Investment Related 3400 N 1200 W, Suite 103, Lehi, UT 84043 LLC used for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-14 |
| S66 | Uniform Combined State Law Examination | 2007-02-14 |
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