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190 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2005-10-17 |
| UT | RA | APPROVED | 1999-08-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Concepts Financial | Bountiful | UT | 07/1985 | Present |
| Strategic Planning Group | Bountiful | UT | 08/1999 | Present |
| Cambridge Investment Research Inc | Fairfield | IA | 05/2014 | 11/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2015 | 11/2017 |
| Ryan E. Craner | Bountiful | UT | 08/1985 | Present |
| Ryan E. Craner | Bountiful | UT | 07/1998 | 10/2016 |
| Strategic Capital Enterprises Llc | Bountiful | UT | 12/2015 | 04/2021 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2017 | 01/2022 |
| Action Recovery Group | Ogden | UT | 05/2011 | Present |
| Craner Holdings, Llc, | Bountiful | UT | 04/2021 | Present |
1)CAPITAL CONCEPTS INC. INVESTMENT RELATED 190 S. MAIN ST. BOUNTIFUL UT 84010. PAYROLL COMPANY FOR SELF AND EMPLOYEES OF RIA. PRESIDENT. START 04/1989. 20 HOURS/MONTH 0 DURING TRADING. BUSINESS IS USED TO RECEIVE 1099 INCOME FOR RYAN CRANER AND PAY HIS STAFF PAYROLL. 2)INDEPENDENT INSURANCE AGENT, 190 SOUTH MAIN STREET, BOUNTIFUL, UT, 4/1985 SELLING LIFE & LTC PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2 HR/WK - 2/TRADING. 3)ACTION RECOVERY GROUP. OGDEN, UT. STARTED 5/2011 AS OFFICER AND DIRECTOR. OVERALL MANAGEMENT, DAY TO DAY OVERSIGHT, LECTURES, COUNSELING. SPENDS 20-30 HOURS PER MONTH, NONE DURING TRADING. 5)UNITAH LEGACY, FARMINGTON, UT, 7/2009 AS OWNING MEMBER IN CABIN LOCATED IN SUMMIT COUNTY, UT. NIR - 1 HR/YR - 0/TRADING. 6-CRANER HOLDINGS, LLC, 190 SOUTH MAIN STREET, BOUNTIFUL, UT, 12/2015 AS MANAGING MEMBER OF LLC WHICH OWNS OFFICE BUILDING. NIR - 2 HR/WK - 0/TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-18 |
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