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2901 Bluegrass Blvd Suite 200, Lehi, UT 84043 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-01-30 |
Branch Locations
11650 South State Street Suite 102, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Planning Group | Draper | UT | 05/2014 | Present |
| Lone Peak Capital Management, Llc | Draper | UT | 08/2016 | Present |
Legacy Planning Group Nature of Business: Financial Services or Advisor Activities not through H. Beck, Inc Investment Related:Yes Position Held/Duties:Investment Advisor Representative Ownership:0% Number of Hours Month: 40 Address: 11650 South State Street Ste 102 Draper, UT 84020 Description of Business: Fee Based Asset Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
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