Best Investors
Account
Sign in
Best Investors
Account
Sign in
E6 Portfolios CRD 326617
$239M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Everspire Plaza, 6900 S. 900 E. Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-13 |
Branch Locations
Everspire Plaza, 6900 S. 900 E. Suite 200, Midvale, UT 84047 • United States
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-12-07 |
Branch Locations
6900 South 900 East Suite 200, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cederian Investments, Llc | American Fork | UT | 07/2009 | 12/2016 |
| Cederian Investments, Llc | Sandy | UT | 01/2017 | 11/2017 |
| Aegis Wealth Group, Llc Dba Everspire | Midvale | UT | 12/2017 | Present |
| E6 Portfolios | Midvale | UT | 07/2023 | Present |
1) JHL Inc. - not investment related; Tacoma, WA; intended to hold a small percentage of profit interest in Everspire; 6/2022; 0hrs/month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-11 |
Reach out to this advisor