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Draper, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-01 |
| UT | RA | APPROVED | 2018-05-11 |
| ID | RA | APPROVED | 2017-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hanks Capital Management, Llc | Meridian | ID | 06/2013 | Present |
| Practice Financial Group | Jacksonville | OR | 12/2014 | 12/2017 |
| Dental Buyer Advocates | Draper | UT | 01/2018 | Present |
| Dental Tax Advocates | Draper | UT | 12/2023 | Present |
1.) Dental Buyer Advocates The business is not investment related 12996 Fox Crossing Lane, Draper UT 84020 Owner Started in January 2018 76 monthly hours devoted to the business with all hours being during securities trading hour Dental Buyer Advocates help dentists understand the process of buying their dental practices and provides management services. 2.) Dental Tax Advocates This business is not investment 12996 Fox Crossing Lane, Draper UT 84020 Owner Started in December 2023 76 monthly hours devoted to the business with all hours being during securities trading hour Provides tax and accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-19 |
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