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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-18 |
Branch Locations
75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Advisor Group | South Jordan | UT | 09/2009 | 10/2022 |
| Allegis Investment Services, Llc | South Jordan | UT | 07/2013 | 10/2022 |
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 07/2014 | 07/2018 |
| Dfpg Investments, Inc | Sandy | UT | 05/2019 | 10/2022 |
| Townsquare Capital Llc | Provo | UT | 05/2019 | 10/2022 |
| Allegis Advisors Group, A Simplicity Company | Sandy | UT | 10/2022 | Present |
| The Leaders Group, Inc | Littleton | CO | 09/2023 | Present |
1.) ALLEGIS ADVISORS GROUP, A SIMPLICITY COMPANY - 10/30/2022 - 75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070 - President, Oversee the entity/set vision strategy/recruit agents, Not Invt Rel, Insurance business, 50 hrs/mo; 200 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 9/15/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-05 |
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