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Advisor at LPG CAPITAL MANAGEMENT
SOUTH JORDAN, 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 |
|---|---|---|---|---|---|---|
| LPG CAPITAL MANAGEMENT | State registered | Aug 1, 2018 | n/a | yes | SOUTH JORDAN, UT | Current employment |
| LONE PEAK CAPITAL MANAGEMENT, LLC | State registered | Jan 30, 2017 | Jul 31, 2018 | no | DRAPER, UT|MIDVALE, UT | Previous registration |
| LEGACY PLANNING GROUP | Former SEC adviser | Nov 24, 2008 | Oct 26, 2018 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LEGACY PLANNING GROUP | LONE PEAK CAPITAL MANAGEMENT, LLC | Oct 26, 2018 | Jan 30, 2017 | -634 | Firm change after gap | Other |
| LONE PEAK CAPITAL MANAGEMENT, LLC | LPG CAPITAL MANAGEMENT | Jul 31, 2018 | Aug 1, 2018 | 1 | Firm change | Other |