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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2023-04-20 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
9350 E. Arapahoe Rd Suite 220, Greenwood Village, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 10/2014 | 06/2018 |
| Ag Financial Planning | Centennial | CO | 01/2013 | Present |
| Townsquare Capital, Llc | Provo | UT | 06/2018 | 06/2023 |
| Allegis Investment Services, Llc | Idaho Falls | ID | 03/2017 | 06/2018 |
| Alignment Financial Advisors | Centennial | CO | 05/2021 | Present |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
(1) COLORADO STATE HOUSE DISTRICT 37,CHAIR OF CENTRAL COMMITTEE; HOLD OCCASIONAL MEETINGS TO PROMOTE CANDIDATE; ORGANIZE AND DIRECT COMMITTEE. 6 HRS PER MONTH, NON INVESTMENT RELATED. 0 INCOME. (2)Alignment Financial, Scott Graves, life and health insurance; 60hrs a month non investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-03 |
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