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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-15 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
216 W St. George Boulevard Suite 101, St George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jensen Capital, Llc | Santa Clara | UT | 10/2011 | Present |
| Allegis Investment Services | Idaho Falls | ID | 10/2014 | 02/2019 |
| Allegis Investment Advisors | Idaho Falls | ID | 10/2014 | 06/2018 |
| Townsquare Capital, Llc | Provo | UT | 03/2018 | 06/2023 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 04/2023 |
| The Norden Group Llc | Provo | UT | 03/2023 | Present |
| Capital Synergy Partners, Inc. | Irvine | CA | 01/2024 | Present |
1. JENSEN CAPITAL, LLC; NON-INVESTMENT RELATED; ST. GEORGE, UT; LLC FOR FIXED INSURANCE; OWNER/MANAGER; 10/2011; ONE HOUR MONTH DURING TRADING HOURS; BUSINESS ENTITY FOR FIXED INSURANCE PROCEEDS WITH ADDED LIABILITY PROTECTION, MANAGE BUSINESS ACTIVITIES. 2. THE NORDEN GROUP; NON-INVESTMENT RELATED; ST. GEORGE, UT; INSURANCE; INSURANCE AGENT; 01/2000; 10 HOURS-MONTH; 10 HOURS DURING TRADING HOURS; LICENSED INSURANCE AGENT FOR ANNUITIES, LIFE, HEALTH, LONG-TERM CARE AND DISABILITY INSURANCE. SALES AND SERVICE OF INSURANCE BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-27 |
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