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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-03-15 |
Branch Locations
5255 N Edgewood Drive Suite 225, 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 |
|---|---|---|---|---|
| Townsquare Capital, Llc D/B/A The Norden Group Wealth Advisors | Provo | UT | 01/2018 | 06/2023 |
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 05/2015 | 03/2018 |
| The Norden Group Llc | Provo | UT | 02/2023 | Present |
| The Norden Group Llc | Provo | UT | 02/2014 | Present |
1. NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, FIXED ANNUITIES, SUPPLEMENTAL HEALTH); INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT; 03/2018; 15-25 HRS/MONTH; 15-25 HRS/MONTH DURING SECURITIES TRADING HOURS; NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, FIXED ANNUITIES, SUPPLEMENTAL HEALTH). 2. G WINN LC; NOT INVESTMENT RELATED; PERSONAL LLC FOR TAX PURPOSES, RENTAL PROPERTIES, AND FACILITATING LEASING OF VARIOUS MACHIENERY EQUIPTMENT; BOARD MEMBER AND OWNER: 01/2007; 0-5 HRS/MONTH; 0-5 HRS/MONTH DURING SECURITIES TRADING HOURS; PASS THROUGH ENTITY, LANDLORD DUTIES, LEASING OF MACHINERY EQUIPTMENT. 3. THE NORDEN GROUP; INVESTMENT RELATED; INVESTMENT ADVISER REPRESENTATIVE; PROVO, UTAH; 40 HRS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-04 |
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