Richard Gordon Rogers

Current Employers

Employment History

• 11/2012 → Present
  Rgr Services
  Taylorsville, UT
• 02/2015 → 02/2019
  Allegis Investment Services
  Salt Lake City, UT
• 10/2015 → 04/2018
  Elite Home Mortgage
  Salt Lake City, UT
• 05/2015 → 05/2018
  Allegis Investment Advisors
  Idaho Falls, ID
• 04/2018 → Present
  Green Street Mortgage
  Salt Lake City, UT
• 04/2018 → 06/2023
  Townsquare Capital, Llc
  Provo, UT
• 02/2019 → 03/2023
  Dfpg Investments, Inc
  Sandy, UT
• 04/2023 → Present
  Portside Wealth Group
  Provo, UT
• 12/2023 → Present
  Greenstreet Wealth Advisors
  Taylorsville, UT

Previous Registrations

• 2018-04-24 → 2023-06-23
  Townsquare Capital, Llc
  Lehi, UT
  South Jordan, UT
  Taylorsville, UT
  Millcreek, UT
• 2015-08-20 → 2018-05-08
  Allegis Investment Advisors, Llc
  South Jordan, UT
  Idaho Falls, ID

Other Businesses

1. GreenStreet Mortgage; Non-Investment Related; Millcreek, UT; Mortgage Broker; President; 4/2018; 40% during business hours; Mortgage broker, brokering residential (primarily) and commercial mortgages. Loan originator, President and Principal Lending Manager - originating loans, training employees, contracting with lenders and overseeing the operations of the mortgage brokerage 2. RGR Services; Non-Investment Related; Taylorsville, UT; Sole Proprietorship; President, owner; 2/2012; 10% during business hours; Entity that owns Greenstreet Mortgage. Owner, work related to keeping books. 3.GreenStreet Wealth Advisors; Investment Related; UT; DBA of Portside Wealth RIA, 50% during business hours; Activities related to financial planning, RIA related activities and insurance sales 4. Portside Wealth Group, IAR, providing advisory services during market hours. investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-18
• S63 Uniform Securities Agent State Law Examination
  2015-03-19