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Ryan James Robertson

My Prosper Team

Lehi, UT

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Current Employers
My Prosper Team

3200 Club House Dr. Suite 125, Lehi, UT 84043 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-03-17
  • UT RA
    APPROVED
    Since 2021-03-17

Branch Locations

3200 Club House Dr. Suite 125, Lehi, UT 84043 • 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
J Rob Ventures St. George UT 03/2006 01/2017
Private Capital Group Alpine UT 01/2014 12/2017
Sprout Financial Lehi UT 01/2018 01/2020
Sprout Residential Fund Lehi UT 01/2020 05/2021
Prosper Wealth Solutions Llc Dba My Prosper Team Lehi UT 12/2020 Present
Prosper Wealth Insurance, Llc Lehi UT 03/2021 Present
  • 03/2006 → 01/2017
    J Rob Ventures
    St. George, UT
  • 01/2014 → 12/2017
    Private Capital Group
    Alpine, UT
  • 01/2018 → 01/2020
    Sprout Financial
    Lehi, UT
  • 01/2020 → 05/2021
    Sprout Residential Fund
    Lehi, UT
  • 12/2020 → Present
    Prosper Wealth Solutions Llc Dba My Prosper Team
    Lehi, UT
  • 03/2021 → Present
    Prosper Wealth Insurance, Llc
    Lehi, UT
Previous Registrations
  • 2018-10-24 → 2020-01-14
    Sprout Advisers
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-23
S63 Uniform Securities Agent State Law Examination 2017-12-29
  • S65 Uniform Investment Adviser Law Examination
    2018-10-23
  • S63 Uniform Securities Agent State Law Examination
    2017-12-29

View on SEC IAPD

Other Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KOHLER CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN
Ryan K Batista
Owen Carl Mitchell
Julie Odle
Jared David Mitchell
JAMES DAVID MOYES

Other Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT
BLUE SUMMIT CAPITAL INVESTMENTS MANAGEMENT, LLC · LEHI, UT
EDWARD JONES · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · LEHI, UT
WORLD INVESTMENT ADVISORS, LLC · Lehi, UT
J.P. MORGAN SECURITIES LLC · LEHI, UT

More in Lehi, UT

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