Charles Ryan Dunn

Current Employers

Employment History

• 08/2016 → 05/2018
  Allegis Investment Services
  South Jordan, UT
• 08/2016 → 05/2018
  Allegis Investment Advisors
  Idaho Falls, ID
• 07/2015 → Present
  Weber State University
  Ogden, UT
• 05/2018 → 06/2023
  Townsquare Capital, Llc
  Provo, UT
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2018-05-31 → 2023-06-23
  Townsquare Capital, Llc
  Lehi, UT
  South Jordan, UT
  Pleasant View, UT
• 2016-09-07 → 2018-05-09
  Allegis Investment Advisors, Llc
  South Jordan, UT
  Idaho Falls, ID
• 2009-07-13 → 2016-09-07
  Park Avenue Securities Llc
  Murray, UT
• 2007-03-07 → 2008-02-28
  Knox Capital Advisors, Llc
  Draper, UT
• 2007-01-19 → 2007-03-07
  Geneos Wealth Management, Inc.
  Draper, UT
• 2005-09-08 → 2007-01-19
  Park Avenue Securities Llc
  Salt Lake City, UT
  Murray, UT

Other Businesses

1 07/01/2015-PRESENT;PROFESSOR;Weber State University; Teaching undergraduate courses in lifespan development and family diversity1;Hrs per month - Tot/Bus: 120/80;Not investment related 2.07/2016- PRESENT; INSURANCE AGENCY, AGENT, NOT INVESTMENT RELATED, 2 HOURS PER MONTH, <1 HOUR PER DAY DURING TRADING HOURS OFFERING FIXED LIFE AND ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-11
• S63 Uniform Securities Agent State Law Examination
  2003-04-11

Other Names

• C Ryan Dunn