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Advisor at VANTAGE POINT INVESTMENTS, INC.
HERRIMAN, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VANTAGE POINT INVESTMENTS, INC. | State registered | Dec 11, 2013 | n/a | yes | HERRIMAN, UT | Current employment |
| MY PROSPER TEAM | Independent wealth | Mar 8, 2021 | Dec 9, 2022 | no | LEHI, UT | Previous registration |
| SPROUT ADVISERS | Former SEC adviser | Oct 18, 2018 | Jan 14, 2020 | no | Sandy, UT|LEHI, UT | Previous registration |
| GBS ADVISORS | Former SEC adviser | Jan 8, 2009 | Dec 2, 2013 | no | SANDY, UT|SANTA ROSA, CA|SANTA ROSA, CA|COTTONWOOD HEIGHTS, UT | Previous registration |
| EPLANNING ADVISORS INC | n/a | Jun 24, 2008 | Dec 31, 2008 | no | ROSEVILLE, CA | Previous registration |
| Spc | Bd affiliated wealth | Nov 5, 2003 | Jun 23, 2008 | no | MIDVALE, UT|HERRIMAN, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MY PROSPER TEAM | n/a | Dec 9, 2022 | n/a | n/a | Departure no registered destination | Departure |
| SPROUT ADVISERS | MY PROSPER TEAM | Jan 14, 2020 | Mar 8, 2021 | 419 | Firm change after gap | RIA to RIA |
| GBS ADVISORS | VANTAGE POINT INVESTMENTS, INC. | Dec 2, 2013 | Dec 11, 2013 | 9 | Firm change | Other |
| EPLANNING ADVISORS INC | GBS ADVISORS | Dec 31, 2008 | Jan 8, 2009 | 8 | Firm change | Other |
| Spc | EPLANNING ADVISORS INC | Jun 23, 2008 | Jun 24, 2008 | 1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 293200:311144:UT:2020-01-14 | Jan 14, 2020 | Mar 8, 2021 | LEHI, UT | Firm change after gap |