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3333 N Digital Drive #700, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cognitive G Capital Group, Llc | Charlottesville | VA | 07/2024 | 01/2025 |
| Dupont De Nemours, Inc. | Wilmington | DE | 06/2023 | 08/2023 |
| Pricewaterhousecoopers Llp | Mclean | VA | 10/2018 | 04/2022 |
| Kpmg Llp | Washington | DC | 09/2016 | 09/2018 |
| University Of Virginia, Darden School Of Business | Charlottesville | VA | 08/2022 | 05/2024 |
| Crewe Capital | Salt Lake City | UT | 02/2025 | 07/2025 |
| Break | Vienna | VA | 04/2022 | 08/2022 |
| Break | Vienna | VA | 05/2016 | 09/2016 |
| Finalis Securities Llc | New York | NY | 07/2025 | Present |
| Zero Point Capital Llc | Sandy | UT | 07/2025 | Present |
Zero Point Capital LLC; Investment-related; 9690 South 300 West, Suite 321, Sandy, UT 84070 Banking name under Finalis; Vice President; 07/10/2025; 40 hours per month during trading hours; M&A as well as capital raising. Deaglo Inc.; Not Investment-related; 1078 Summit Ave PMB 837, Jersey City, NJ 07307; FX hedging solutions; Business Development Partner; 08/01/2024; 2 hours per month during trading hours; Business development partner, referring business into Deaglo. Drive Wealth Management, LLC; Yes; 3333 N. Digital Drive, Suite 700, Lehi, UT, 84043; Drive Wealth Advisers is a Utah-based financial advisory and family office firm serving founders, executives, and high-net-worth families. Founded in 2015, it manages ~ $2 billion in assets, offering portfolio management, financial planning, and access to private equity, real estate, and debt investments through a personalized, holistic approach; Solicitor / Promoter / Business Development; 12/02/2025 Start Date; 4; 4; Drive Wealth is a Utah-based wealth management firm to which ZPC will refer clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-09 |
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