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Carter Douglas Allen

Alta Capital Management LLC

Salt Lake City, UT

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Current Employers
Alta Capital Management Llc

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-12-16
  • UT RA
    APPROVED
    Since 2019-12-16

Branch Locations

6440 South Wasatch Blvd Suite 260, Salt Lake City, UT 84121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Alta Capital Management Salt Lake City UT 05/2019 Present
University Of Wisconsin Madison Madison WI 08/2018 05/2019
Univerisity Of Wisconsin Madison Madison WI 08/2018 05/2019
Geneva Capital Management Milwaukee WI 06/2018 08/2018
University Of Wisconsin Madison Madison WI 08/2017 05/2018
Isthmus Partners Llc Madison WI 06/2017 08/2018
University Of Wisconsin Madison Madison WI 08/2016 05/2017
Unemployed Madison WI 05/2017 06/2017
  • 05/2019 → Present
    Alta Capital Management
    Salt Lake City, UT
  • 08/2018 → 05/2019
    University Of Wisconsin Madison
    Madison, WI
  • 08/2018 → 05/2019
    Univerisity Of Wisconsin Madison
    Madison, WI
  • 06/2018 → 08/2018
    Geneva Capital Management
    Milwaukee, WI
  • 08/2017 → 05/2018
    University Of Wisconsin Madison
    Madison, WI
  • 06/2017 → 08/2018
    Isthmus Partners Llc
    Madison, WI
  • 08/2016 → 05/2017
    University Of Wisconsin Madison
    Madison, WI
  • 05/2017 → 06/2017
    Unemployed
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-13
  • S65 Uniform Investment Adviser Law Examination
    2019-12-13
Designations

View on SEC IAPD

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MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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