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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
| UT | RA | APPROVED | 2023-04-17 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Sandy | UT | 10/2016 | 11/2017 |
| Nylife Securities Llc | Sandy | UT | 12/2016 | 11/2017 |
| Vigilon Financial Partners | Murray | UT | 07/2013 | 10/2016 |
| Eagle Strategies Llc | Sandy | UT | 03/2017 | 11/2017 |
| Allegis Investment Advisors, Llc | South Jordan | UT | 12/2017 | 05/2018 |
| Kent Binning | Draper | UT | 10/1985 | Present |
| Townsquare Capital, Llc | Provo | UT | 04/2018 | 06/2023 |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
SunCrest Advisors, LLC; owner Insurance Trails; i receive renewal and overrides from prior Insurance brokerage.; 1132 E Sunset Dunes Way Draper, Utah, 84020; Start Date 2/2019 ; Role/Title: Insurance Broker; Investment Related; 30 hours per month during securities trading hours] Portside Wealth Advisors: Investment related, IAR offering advisory services. Full time
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-12 |
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