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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-31 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors | Idaho Falls | ID | 08/2014 | 07/2018 |
| Allegis Investment Services | Idaho Falls | ID | 08/2014 | 09/2019 |
| Townsquare Capital Llc | Provo | UT | 03/2019 | Present |
| Dfpg Investments, Llc | Sandy | UT | 08/2020 | 10/2022 |
| Portside Wealth Group, Llc | Provo | UT | 02/2023 | Present |
SJ Metal Designs LLC; Non-investment related; Riverton, UT; LLC that will create and sell sheet metal parts and artwork; Member/Accounting; 12/2021; 0% during business hours; I am a member of our LLC that will create and sell metal artwork. My activity will be the accounting of the business development.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-25 |
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