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 registered with the SEC (registration year: 2016). The firm's ownership is recorded as a mix of a domestic entity and an individual. Public filings classify the adviser as "unclassified" and indicate the firm does not act as a capital allocator. Prep Securities does not self-identify as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Filing fields for client base, fee structure, business activities and advisory activities are blank in the source data, so there is limited public detail about the firm's client segments, service model or how it charges for services.
Assets & Accounts
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
Contacts
3 of 6
Timothy Brennan
Vice PresidentCRD 6477325

Maxwell Peterson
Sales Desk ManagerCRD 7993101

Kevin Hull
Financial AdvisorCRD 2104329
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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