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Brenton M. Ripley

DRIVE WEALTH ADVISERS
Lehi, UT 84043
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CRD#: 4258406
BR

Professional summary


Brenton M Ripley, AIF® is a registered financial advisor currently at DRIVE WEALTH ADVISERS located in Lehi, Utah.

Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brenton has worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) JAMESTOWN LAW GROUP, INC - NON-INVESTMENT LEGAL SERVICES, 3651 N. 100 E STE 300, PROVO, UT 84604, ATTORNEY AT LAW, SOLE OWNER. STARTED 10/2000 TO PRESENT, 20 HOURS PER MONTH (NOT DURING TRADING HOURS). PROVIDER OF LEGAL ADVICE AND SERVICE; 2.) COURTYARD OFFICE SUITES, LLC - NON-INVESTMENT RELATED, 3651 N 100 E STE 300, PROVO, UT 84604, MEMBER MANAGER OF LLC THAT PROVIDES COMMERCIAL PROPERTY MANAGEMENT SERVICES, STARTED 10/2009 TO PRESENT, 10 HOURS PER MONTH (NOT DURING TRADING HOURS); 3.) RED ROCK MANAGEMENT COMPANY, INC. - NON-INVESTMENT RELATED, 3651 N 100 E STE 300, PROVO, UT 84604, PRESIDENT AND SOLE-OWNER OF COMPANY THAT HOLDS PERSONAL ASSETS. STARTED 07/2010 TO PRESENT, 5 HOURS PER MONTH (NOT DURING TRADING HOURS) 4.) DRIVE WEALTH ADVISERS; INVESTMENT RELATED; LEHI, UT; RIA; IAR; START DATE 10/2022; APPROXIMATELY 144 HOURS/MONTH ALL DURING SECURITIES TRADING HOURS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brenton M Ripley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Current

October 11, 2022 - Present

DRIVE WEALTH ADVISERS

Office #1: 3333 N Digital Drive #700, Lehi, UT 84043
RIA
CRD#: 174728
Lehi, UT
Past

January 24, 2025 - May 1, 2025

PREMIER CAPITAL MANAGEMENT INC

RIA
CRD#: 118785
PROVO, UT
Past

May 3, 2018 - December 20, 2022

FORESIGHT WEALTH MANAGEMENT, LLC

RIA
CRD#: 153881
PROVO, UT
Past

January 4, 2018 - December 31, 2018

JAMESTOWN WEALTH MANAGEMENT LLC

RIA
CRD#: 150365
PROVO, UT
Past

June 22, 2016 - May 10, 2018

SEGO CAPITAL MANAGEMENT LLC

RIA
CRD#: 283337
PROVO, UT
Past

May 2, 2011 - December 31, 2017

JAMESTOWN WEALTH MANAGEMENT LLC

RIA
CRD#: 150365
PROVO, UT
Past

July 6, 2009 - December 31, 2010

JAMESTOWN WEALTH MANAGEMENT LLC

RIA
CRD#: 150365
PROVO, UT
Past

January 15, 2004 - December 1, 2008

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
PROVO, UT
Past

September 25, 2000 - December 16, 2009

PREMIER CAPITAL MANAGEMENT INC

RIA
CRD#: 118785
PROVO , UT
Past

September 12, 2000 - December 31, 2003

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DRIVE WEALTH ADVISERS
DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA
Registered Investment Advisory firm - (5/11/2018 Approved)
California
Registered Investment Advisory firm - (6/17/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)
Utah
Registered Investment Advisory firm - (5/17/2018 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(10/11/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


DW
DRIVE WEALTH ADVISERS
DRIVE WEALTH ADVISERS | DRIVE WEALTH MANAGEMENT, LLC | DRIVE WEALTH MANAGEMENT

CRD#: 174728 / SEC#: 801-113223

RIA
Registered Investment Advisory firm - (5/11/2018 Approved)
California
Registered Investment Advisory firm - (6/17/2018 Terminated)
Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)
Utah
Registered Investment Advisory firm - (5/17/2018 Terminated)
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Contact information


Main Address
3333 N Digital Drive #700, Lehi, UT 84043
Mailing Address
Phone number
(801) 901-6150
Established
Firm type
Fiscal year end
# of Employees
28

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DRIVE WEALTH MANAGEMENT, LLC ADV PART 2 BROCHURE (3/17/2025)

Regulatory assets under management


Total Number of Accounts4,487
AUM (Assets Under Management)$ 2,175,572,827

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
03/31/2025
Cover Page
03/20/2024
02/27/2023
04/25/2022

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DRIVE WEALTH ADVISERS

CRD#: 174728Lehi, UT 84043

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