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 has been SEC-registered since 2016. Public filings and the dataset supplied contain limited operational detail: the firm is recorded as an unclassified adviser and is identified as owned by a domestic entity and an individual. Available metadata flags the firm as not acting as a capital allocator, not positioning itself as an ESG investor, not operating as a multistate adviser, not newly formed, and not serving as a pension consultant or related adviser. The dataset does not include descriptions of the firm’s advisory services, client segments, fee arrangements, or investment focus.
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
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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