Inactive

Davis Reed Bean

Private Advisory

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Current Employers

Private Advisory

16880 Ne 79Th Street, Redmond, WA 98052 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-09-04

UT RA
APPROVED

Since 2024-09-04

Branch Locations

12459 S 300 E #101, Draper, UT 84020 • United States

16880 Ne 79Th Street, Redmond, WA 98052 • 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

Organization	City	State	From	To
Private Advisory Group Llc	Draper	UT	02/2023	Present
Brigham Yound University Idaho	Rexburg	ID	08/2016	07/2018
Self-Employed	Sammamish	WA	01/2019	08/2019
Utah Valley University	Orem	UT	08/2019	06/2020
Unemployed	Sammamish	WA	07/2020	05/2021
Working Horse Ranch	Hurricane	UT	06/2021	09/2021
Unemployed	St. George	UT	10/2021	12/2021
Utah Valley University	Orem	UT	01/2022	Present
Unemployed	Sammamish	WA	08/2018	12/2018

02/2023 → Present

Private Advisory Group Llc

Draper, UT
08/2016 → 07/2018

Brigham Yound University Idaho

Rexburg, ID
01/2019 → 08/2019

Self-Employed

Sammamish, WA
08/2019 → 06/2020

Utah Valley University

Orem, UT
07/2020 → 05/2021

Unemployed

Sammamish, WA
06/2021 → 09/2021

Working Horse Ranch

Hurricane, UT
10/2021 → 12/2021

Unemployed

St. George, UT
01/2022 → Present

Utah Valley University

Orem, UT
08/2018 → 12/2018

Unemployed

Sammamish, WA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-19

S65 Uniform Investment Adviser Law Examination

2024-08-19

View on SEC IAPD

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