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Advisor at REEF INVESTMENT MANAGEMENT LLC
LEHI, 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 |
|---|---|---|---|---|---|---|
| REEF INVESTMENT MANAGEMENT LLC | Asset manager | Dec 21, 2020 | n/a | yes | LEHI, UT | Current employment |
| PEAK WEALTH PLANNING, LLC | State registered | Feb 9, 2017 | Mar 1, 2018 | no | CHICAGO, IL|CHICAGO, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PEAK WEALTH PLANNING, LLC | REEF INVESTMENT MANAGEMENT LLC | Mar 1, 2018 | Dec 21, 2020 | 1,026 | Firm change after gap | Other |