Colin Lake
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Alta Capital Management LLCJul 2026 to now
- The Country ClubNov 2025 to May 2026
- IcapitalMay 2025 to Jul 2026
- Fidelity InvestmentsJun 2024 to Aug 2024
- Glenwild Gold Club and SpaApr 2024 to Oct 2024
- Moody Valley Insurance AgencyJun 2023 to Jul 2023
- Hidden Valley Country ClubApr 2023 to Nov 2023
- Jeremy Ranch Golf & Country ClubMay 2022 to Sep 2022
- University of UtahAug 2021 to May 2025
- Bookcliff Country ClubMar 2020 to Aug 2021
- Redlands Mesa Golf ClubMay 2019 to Sep 2019
- Palisade High SchoolAug 2017 to May 2021
- K-8 EducationAug 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
Alta Capital Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8333737
- 106786