Charles Elmer Sorensen

Current Employers

Employment History

• 05/2012 → 04/2019
  Allegis Investment Advisers, Llc Fka Bowengroup Advisors, Llc
  Idaho Falls, ID
• 05/2014 → 04/2019
  Allegis Investment Services, Llc
  Idaho Falls, ID
• 04/2019 → 02/2021
  Ars Investment Advisors
  Bountiful, UT
• 02/2021 → Present
  Dfpg Investments, Llc
  Sandy, UT

Previous Registrations

• 2021-02-22 → 2024-02-09
  Dfpg Investments, Llc
  South Jordan, UT
  Sandy, UT
  Logan, UT
  Logan, UT
  Logan, UT
• 2018-06-15 → 2021-02-18
  Ars Investment Advisors, Inc.
  North Logan, UT
• 2012-05-04 → 2018-06-20
  Allegis Investment Advisors, Llc
  Logan, UT
  Idaho Falls, ID
• 2010-07-29 → 2012-05-07
  Signator Financial Services, Inc.
  Bellevue, WA
  Logan, UT
  North Logan, UT
• 2007-10-03 → 2010-07-30
  Insphere Securities, Inc.
  North Logan, UT
  Salt Lake City, UT
• 2006-06-14 → 2007-10-03
  Allegis Advisors, Inc.
  Salt Lake City, UT
• 2005-03-11 → 2006-06-05
  Equity Services, Inc.
  Logan, UT
  Logan, UT

Other Businesses

1) SORENSEN FINANCIAL, INC.; NON-INVESTMENT RELATED; LOGAN, UTAH; PERSONAL S-CORP; PRESIDENT; 10/2004; 10% DURING BUSINESS HOURS; PERSONAL S-CORP USED FOR MANAGING MY BUSINESS AND PAYING EXPENSES. ANNUAL MEETINGS, BOOKKEEPING, DIRECTING BUSINESS OPERATIONS. 2) DBA: LOCUM GROUP BENEFITS (PROVIDED BY SUMMIT GROUP WEALTH ADVISORS); INVESTMENT RELATED; LOGAN, UT; INSURANCE; AGENT/REP/IAR; 02/2017; 80% DURING BUSINESS HOURS; SOLICITING INSURANCE & RETIREMENT ACCOUNTS FROM PHYSICIANS. SALES & SERVICE OF CLIENT'S INSURANCE AND TD AMERITRADE SECURITY ACCOUNTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-07-23

Other Names

• Chuck E Sorenson
• Chuck E Sorensen