Prep Securities, LLC
Firm details
- Headquarters
- Park City, Utah
- CRD number
- 188522
- Registered since
- June 10, 2016
Firm profile
FINTRXOverview
Prep Securities, LLC is organized as a limited liability company and is recorded as an SEC-registered adviser since 2016. FINTRX lists the firm’s owner type as a domestic entity and individual ownership, and it is categorized as unclassified. The snapshot indicates the firm is not flagged as a multi-state adviser, not active on ESG investing, and not identified as a pension consultant or related adviser. FINTRX provides very limited descriptive detail about the firm’s advisory activities, client mix, or fee arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kevin Hull
Chief Compliance OfficerCRD 2104329
Contacts
3 of 5
Timothy Brennan
Vice PresidentCRD 6477325

Maxwell Peterson
Sales Desk ManagerCRD 7993101

Jason Kjellson
National Sales ManagerCRD 3009986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Park City, UT
Summit
Location
Park City, UT
Headquartered in Park City, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Summit
- Address
- 2750 Rasmussen Rd
- Time zone
- MT (UTC-7)
- Office locations
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