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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
1218 Southg Jordan Pkwy Suite A-1, South Jordan, UT 84095 • United States
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 |
|---|---|---|---|---|
| Rodney A Walker - Agent | Salt Lake City | UT | 09/2002 | Present |
| Allegis Investment Services | Idaho Falls | ID | 05/2016 | 02/2019 |
| Allegis Investment Advisors | Idaho Falls | ID | 05/2016 | 06/2018 |
| Townsquare Capital, Llc | Provo | UT | 05/2018 | 06/2023 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 05/2020 |
| Portside Wealth Group | Provo | UT | 04/2023 | Present |
1. Insurance (DBA- Brevity Wealth Solutions); Non-Investment Related; South Jordan, UT; Insurance; Wealth Consultant; 3% during business hours; Life and Health Insurance, Fixed and Index Annuities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-19 |
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