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Current Employers
The Norden Group Llc

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2023-05-11
UT RA APPROVED 2023-05-11
  • ID RA
    APPROVED
    Since 2023-05-11
  • UT RA
    APPROVED
    Since 2023-05-11

Branch Locations

591 Park Avenue Suite 302, Idaho Falls, ID 83402 • United States

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allegis Investment Advisors, Llc Salt Lake City UT 10/2015 03/2018
Allegis Investment Services, Llc Salt Lake City UT 10/2015 02/2019
Townsquare Capital, Llc Provo UT 02/2018 06/2023
Dfpg Investments, Inc Sandy UT 02/2019 05/2023
The Norden Group Provo UT 04/2023 Present
Capital Synergy Partners, Inc. Irvine CA 01/2024 Present
  • 10/2015 → 03/2018
    Allegis Investment Advisors, Llc
    Salt Lake City, UT
  • 10/2015 → 02/2019
    Allegis Investment Services, Llc
    Salt Lake City, UT
  • 02/2018 → 06/2023
    Provo, UT
  • 02/2019 → 05/2023
    Dfpg Investments, Inc
    Sandy, UT
  • 04/2023 → Present
    The Norden Group
    Provo, UT
  • 01/2024 → Present
    Capital Synergy Partners, Inc.
    Irvine, CA
Previous Registrations
  • 2018-03-02 → 2023-06-28
    Idaho Falls, ID
    Lehi, UT
  • 2015-10-21 → 2018-03-26
    Allegis Investment Advisors, Llc
    South Jordan, UT
    Idaho Falls, ID
  • 2011-12-16 → 2015-10-21
    Securian Financial Services, Inc.
    Salt Lake City, UT
Other Businesses

1. TRENT JOHNSON; NON-INVESTMENT RELATED; 5159 WILD DUNES LANE; BASEBALL PROGRAM; BASEBALL PROGRAM DIRECTOR-HEAD BASEBALL COACH; 2/2019; 0% DURING BUSINESS HOURS; HANDLE THE ENTIRE IFHS BASEBALL PROGRAM AS IT RELATES TO GAMES, PRACTICE, SCHEDULING, ACADEMICS, ETC. TO ENSURE PLAYERS HAVE A GREAT HIGH SCHOOL BASEBALL EXPERIENCE 2. PARK AVENUE ADVISORS-TRENT JOHNSON; NON-INVESTMENT RELATED; 591 PARK AVENUE, SUITE 302 IDAHO FALLS ID 83402; INSURANCE; 09/2016; 25% DURING BUSINESS HOURS; HELP DETERMINE IF INSURANCE IS A NECESSARY PRODUCT TO HELP THE CLIENT ACHIEVE HIS/HER FINANCIAL GOALS. AID IN THE SELECTION OF CARRIER AND PRODUCT. THE NORDON GROUP LLC 5255 N EDGEWOOD DRIVE, SUITE 225 PROVO, UT 84604 INVESTMENT ADVISOR REPRESENATIVE EFFECTIVE: 05/2023

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-22
  • S66 Uniform Combined State Law Examination
    2011-11-22

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