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Kaysville, UT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-10 |
Branch Locations
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 Advisers, Llc Fka Bowengroup Advisors Llc | Idaho Falls | ID | 02/2013 | 05/2018 |
| Ars Investment Advisors, Inc. | Kaysville | UT | 05/2018 | 12/2020 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 04/2019 | 12/2020 |
| Ars | Kays | UT | 02/2018 | 12/2020 |
| Kinnect Financial | Kaysville | UT | 02/2019 | Present |
| Townsquare Capital | Provo | UT | 12/2021 | 08/2022 |
| Weild & Co. | Boulder | CO | 01/2021 | Present |
| Allegis Investment Services | South Jordan | UT | 01/2010 | 12/2020 |
| Ars | Bountiful | UT | 12/2020 | 12/2021 |
| Prestige Wealthwide, Llc | Salt Lake City | UT | 09/2022 | Present |
I am an insurance agent and have written insurance and annuity products. I spend about 5 hours a week working on this business. I also have a social media consulting business called Financial Macros. This business is not investment related. I spend about 5 hours a week working on Financial Macros. I am the sole owner. Address: 945 West Arabian Circle Kaysville UT 84037. I am the owner of KAG real estate. This business is Investment Related. My duties are to Buy and rent residential property. I spend about 19 hours a week working on this business. Address: 945 W ARABIAN CIR Kaysville UT 84037
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-12 |
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