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14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-10 |
| UT | RA | APPROVED | 2018-02-16 |
Branch Locations
9980 South 300 West Suite 140, Sandy, UT 84070 • 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 |
|---|---|---|---|---|
| Mbl Financial, Llc | Highland | UT | 01/2005 | Present |
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors Llc | Idaho Falls | ID | 02/2013 | 06/2018 |
| Capita Financial Network, Llc | Sandy | UT | 02/2018 | Present |
1. MBL Financial, Highland, UT, President, not investment related, personal LLC for tax purposes, 1 hour/month, 0 hours during securities trading hours 2. The Riv LLC, Camp Wood, TX, President, not investment related, recreational business, 2 hour/month, 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-04 |
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