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Current Employers
The Norden Group Llc

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-15
  • UT RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2011 → Present
    Jensen Capital, Llc
    Santa Clara, UT
  • 10/2014 → 02/2019
    Allegis Investment Services
    Idaho Falls, ID
  • 10/2014 → 06/2018
    Allegis Investment Advisors
    Idaho Falls, ID
  • 03/2018 → 06/2023
    Provo, UT
  • 02/2019 → 04/2023
    Dfpg Investments, Inc
    Sandy, UT
  • 03/2023 → Present
    Provo, UT
  • 01/2024 → Present
    Capital Synergy Partners, Inc.
    Irvine, CA
Previous Registrations
  • 2018-06-01 → 2023-06-28
    St. George, UT
    Lehi, UT
    St George, UT
  • 2014-11-06 → 2018-06-28
    Allegis Investment Advisors, Llc
    St George, UT
    Idaho Falls, ID
  • 2012-03-19 → 2014-11-06
    Cetera Wealth Services, Llc
    St George, UT
    Murray, UT
  • 2011-10-14 → 2012-03-15
    St George, UT
  • 2009-11-12 → 2011-10-13
    Nampa, ID
    Saint George, UT
  • 2008-05-07 → 2009-10-30
    Insphere Securities, Inc.
    Las Vegas, NV
    St. George, UT
    Lehi, UT
    Saint George, UT
    Salt Lake City, UT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-06
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S65 Uniform Investment Adviser Law Examination
    2008-05-06
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Other Names
  • Shane Jensen

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