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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
216 W St. George Boulevard Suite 101, St George, UT 84770 • United States
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Services | So Jordan | UT | 06/2014 | 12/2017 |
| Allegis Investment Advisors | So Jordan | UT | 06/2014 | 03/2018 |
| Townsquare Capital, Llc | Provo | UT | 01/2018 | 06/2023 |
| The Norden Group Llc | Provo | UT | 03/2023 | Present |
1) 12/2010 INDEPENDENT INSURANCE AGENT, NON-VARIABLE INSURANCE SALES (HEALTH, FIXED LIFE, FIXED ANNUITIES, DISABILITY) 10 HRS PER MONTH DURING TRADING HOURS. 2) 10/2016; BOARD MEMBER; BETHEBESTU LLC; ST GEORGE UT; PARTNER; NON INVESTMENT RELATED; MARKETING MEETINGS, MONTHLY OVERSIGHT OF FINANCIALS AND REVIEW WITH ACCOUNTING TEAM; 0 HRS/MONTH AND 5 HRS/MONTH DURING TRADING HOURS 3) 12/2018; OWNER; TLW CONSULTINGLLC; ST GEORGE, UT; Owner; PASS THROUGH ENTITY; 2 HRS/MONTH AND 2HRS/MONTH DURING TRADING HOURS 4) 03/2023; THE NORDEN GROUP; INVESTMENT RELATED; INVESTMENT ADVISER REPRESENTATIVE; PROVO, UTAH; 40 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-26 |
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