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2600 N Ashton Blvd. Suite 200, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-12-21 |
Branch Locations
2600 N Ashton Blvd. Suite 200, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Wealth Planning, Llc | Champaign | IL | 10/2016 | 06/2019 |
| Sg Capital Management | Chicago | IL | 10/2014 | 07/2019 |
| Reef Investment Management Llc | Alpine | UT | 07/2019 | Present |
| Reef Capital Partners Llc | Alpine | UT | 07/2019 | Present |
Reef Capital Partners LLC; Investment-Related; Alpine, UT; Private Investment Firm; Managing Director; 07/2019; 27 hrs/mo; 27 hrs/mo during securities trading hours; Duties are client services.
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