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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2016 | 01/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 06/2016 | 01/2017 |
| Allegis Investment Services | South Jordan | UT | 11/2017 | 04/2018 |
| Allegis Investment Advisors, Llc | South Jordan | UT | 11/2017 | 05/2018 |
| Cambridge Financial | Orem | UT | 01/2017 | 11/2017 |
| Townsquare Capital, Llc | Provo | UT | 04/2018 | 06/2023 |
| Portside Wealth Group | Provo | UT | 04/2023 | 12/2023 |
| The Norden Group | Provo | UT | 01/2024 | Present |
1) INSURANCE AGENT; NATHAN ROSELL- OWNER; START DT: 5/2/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: FIXED INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS 2) Agoge Game Academy; website online, training courses less than 1% of time, non investment related. Content creation on Youtube platform, nothing related to investments. 3) Bullet Basics: Youtube online channel, non investment related, offering education on firearms. Less than 1% of time. Content creation on Youtube platform, nothing related to investments. 4) One Skill Closer; Youtube online channel, non investment related, Less than 1% of time. Content creation on Youtube platform, nothing related to investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-28 |
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