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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-20 |
| ID | RA | APPROVED | 2023-05-12 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
3137 S Meridian Rd, Meridian, ID 83642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Services | Idaho Falls | ID | 05/2015 | 02/2019 |
| Hurst & Co Pllc Formerly Sielaff And Hurst | Boise | ID | 01/2015 | 05/2023 |
| Townsquare Capital Llc | Provo | UT | 03/2018 | 06/2023 |
| Allegis Investment Advisors Llc | Meridian | UT | 12/2015 | 04/2018 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 05/2023 |
| Hurst Tax Service | Meridian | ID | 01/2005 | Present |
| Hurst Financial Consulting | Meridian | ID | 03/2018 | Present |
| The Leaders Group Inc | Littleton | CO | 05/2023 | Present |
| Portside Wealth Group | Provo | UT | 05/2023 | Present |
1.) HURST TAX SERVICE - 1/1/2005 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Owner/CPA, Tax preparation & advice, Not Invt Rel, Tax & accounting services, 40 hrs/mo; 30 hrs/mo (during trading hours). 2.) HURST FINANCIAL CONSULTING - 10/1/2019 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Insurance agent, Meet with clients & prospects to determine their insurance needs, Not Invt Rel, Insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) PORTSIDE WEALTH RIA - 5/1/2023 - 3137 S Meridian Road, Suite 100, Meridian, ID 83642 - Registered Investment Advisor Representative, Financial planning and investment management, Invt Rel, IAR business, 150 hrs/mo; 150 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-07 |
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