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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-05-12 |
| ID | RA | APPROVED | 2023-05-11 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
591 Park Avenue Suite 302, Idaho Falls, ID 83402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors Llc | Idaho Falls | ID | 06/2011 | 03/2018 |
| Allegis Investment Services, Llc | Idaho Falls | ID | 06/2014 | 02/2019 |
| Townsquare Capital, Llc D/B/A Park Avenue Advisors | Provo | UT | 02/2018 | 06/2023 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 05/2023 |
| The Norden Group | Provo | UT | 04/2023 | Present |
1. Strong Financial Roots; Investment Related; Idaho Falls, ID; Insurance; Self; 120 hrs; Fixed Life & Annuities 2. Park Avenue Advisors; Investment Related; Idaho Falls, ID; Insurance; Agent; 1/2019; 10% during business hours; Offer Life Insurance and annuities as part of comprehensive financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-16 |
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