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Account
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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| UT | RA | APPROVED | 2023-07-05 |
Branch Locations
286 N Gateway Dr Suite 202, Providence, UT 84332 • United States
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saunders & Wangsgard | Providence | UT | 12/2006 | Present |
| Allegis Investment Services, Llc | Idaho Falls | ID | 05/2014 | 02/2019 |
| Townsquare Capital Llc | Provo | UT | 10/2019 | 06/2023 |
| Portside Wealth Group | Provo | UT | 06/2023 | Present |
STARTED 12/2006, 50-60 HRS/WK; **SAUNDERS, NYDEGGER P.C., NON-INVESTMENT RELATED, CPA FIRM, CPA/PRESIDENT, PROVIDES FINANCIAL AND TAX SERVICES FOR INDIVIDUALS AND BUSINESSES. 7/2013 LESS THAN 3HRS WEEK **ATHENIAN ACQUISITIONS, LLC, NON INVESTMENT RELATED, MEMBER, HOME PURCHASE, REMODEL, AND SELL. STARTED 07/2007, 3-5 HRS/WK. **BUNGALOW PROPERTIES, LLC, NON-INVESTMENT RELATED, MEMBER/MANAGER, RENTAL REAL ESTATE. STARTED 09/2000, 1-3 HRS/MO. **MAXIMUS LUCRUM, LLC, NON-INVESTMENT RELATED, MEMBER, COMMERCIAL RENTAL REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-20 |
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