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Current Employers
Beechwood Value Capital, Llc

299 S Main Street Suite 1300, Salt Lake City, UT 84111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-02-27
  • UT RA
    APPROVED
    Since 2024-02-27

Branch Locations

299 S Main Suite 1300, Salt Lake City, UT 84111 • 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
Beechwood Value Capital, Llc Salt Lake City UT 05/2022 Present
Self-Employed Salt Lake City UT 04/2012 07/2022
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-15
  • S65 Uniform Investment Adviser Law Examination
    2022-12-15

View on SEC IAPD

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