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 SEC-registered since 2016. Public filings list ownership as a mix of a domestic entity and an individual. The firm is classified as unclassified in the source data and does not present itself as a capital allocator. Regulatory and operational markers in the snapshot indicate several negative flags: the firm is not identified as an active ESG investor, it is not registered as a multi-state adviser, it is not flagged as a newly formed adviser, and it is not reported to act as a pension consultant or a related adviser. The firm did not provide descriptive detail about its advisory services, client segments, fee schedule, or day-to-day business activities in the available dataset.
Assets & Accounts
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 6TIMOTHY 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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