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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Layton & Associates | Bountiful | UT | 11/2018 | Present |
| Gls Cpas | Salt Lake | UT | 07/2016 | 11/2018 |
| Townsquare Capital | Provo | UT | 11/2018 | Present |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
| The Norden Group | Provo | UT | 01/2024 | Present |
11/2018- Present: Layton & Associates; tax and accounting services; paid salary for account duties- non investment related- during trading hours. Ms. Dillingham is a CPA and this is her primary business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-01 |
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