Eric Dean Stuart

Current Employers

Employment History

• 07/2016 → 02/2019
  Allegis Investment Services, Llc
  South Jordan, UT
• 07/2016 → 07/2018
  Allegis Investment Advisors
  South Jordan, UT
• 07/2018 → 05/2023
  Townsquare Capital
  Riverton, UT
• 06/2019 → 11/2022
  Dfpg Investments, Inc.
  Sandy, UT
• 11/2022 → Present
  The Leaders Group Inc
  Littleton, CO
• 06/2016 → Present
  Allegis Advisor Group
  Sandy, UT
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT

Previous Registrations

• 2018-07-16 → 2023-05-26
  Townsquare Capital, Llc
  South Jordan, UT
  Lehi, UT
• 2016-11-22 → 2018-07-12
  Allegis Investment Advisors, Llc
  South Jordan, UT
  Idaho Falls, ID
• 2000-10-19 → 2010-12-13
  New England Securities
  Sandy, UT
  Foster City, CA

Other Businesses

1.) ALLEGIS ADVISOR GROUP - 6/1/2016 - 75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070 - VP Life Distribution, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) INDEPENDENT INSURANCE AGENT - 1/1/1999 - 75 W Towne Ridge Pkwy, Suite 210, Sandy, UT 84070- Agent, Sale of insurance products, Invt Rel, Insurance business, 4 hrs/mo; 0 hrs/mo (during trading hours). 3.)Portside Wealth Group- 04/17/2023- 3507 N University Ave, PROVO UT 84604 - IAR, Relationship of a couple recruits, Invt Rel, RA business, 4 hrs/mo; 0 hrs/mo (during trading hours). 4.) GLG - CONSULTING - 08/15/2023 - 13257 S Heritage Farm Cove, Riverton, UT 84065 - Consultant, Discuss thoughts and opinions on insurance-related business, Not Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-21
• S66 Uniform Combined State Law Examination
  2000-08-10