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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 06/2017 |
| Allegis Investment Services | Newport Beach | CA | 06/2017 | 02/2019 |
| Squar Milner Financial Services | Irvine | CA | 01/2016 | 10/2020 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 10/2020 |
| Baker Tilly Capital, Llc | Irvine | CA | 11/2020 | 04/2024 |
| Baker Tilly Wealth Management, Llc | Irvine | CA | 11/2020 | 04/2024 |
| Baker Tilly Us, Llp | Irvine | CA | 11/2020 | 04/2024 |
| The Norden Group | Provo | UT | 04/2024 | Present |
1. 1/1995- present; Jason Perkins; fixed annuity and fixed insurance; 80 PER MONTH, INSURANCE AND BENEFITS AGENT. 2) Jason M Perkins; Non-Investment Related; 18500 Von Karman Ave, 10th Floor Irvine, California 92612; Insurance; Agent; 01/2003; 50% during business hours; Health, Dental, Vision, Life, Disability, and LTC Insurance Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-03 |
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