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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-31 |
| UT | RA | APPROVED | 2023-03-15 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
5295 Commerce Dr., Suite 175, Salt Lake City, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 09/2006 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2007 | 10/2016 |
| Crewe Advisors | Salt Lake City | UT | 10/2016 | 01/2019 |
| Townsquare Capital | Provo | UT | 01/2019 | 06/2023 |
| The Norden Group | Provo | UT | 01/2019 | Present |
1)INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 1/2008 SELLING FIXED LIFE INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 20 HR/YR . 2)KBC VENTURES; NOT IVESTMENT RELATED; RESIDENCE; EQUIPTMENT LEASING; OWNER; OWNER; 10/2017; APPROX 5 HOURS/MONTH; APPROX 1 HOUR/MONTH DURING TRADING HOURS; INVOLVED IN THE OPERATIONS OF KBC VENTURES. 3) KBC GOOD DEEDS LLC; INVESTMENT RELATED; RESIDENCE; REAL ESTATE PURCHASES; OWNER; 12/2024; APPROX 5 HOURS/MONTH; APPROX 2 HOURS/MONTH DURING TRADING HOURS; INVOLVED WITH SELECTION OF INVESTMENT PROPERTIES TO PURCHASE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-09 |
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