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415 N Main Street Suite 104, Cedar City, UT 84721 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2021-03-26 |
| TX | RA | APPROVED_RES | 2021-02-24 |
| UT | RA | APPROVED | 2021-02-23 |
Branch Locations
415 N Main Street Suite 104, Cedar City, UT 84721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 03/2013 | 10/2016 |
| Penn Mutual Life Ins Co | Horsham | PA | 03/2013 | 10/2016 |
| Self Employed | Cedar City | UT | 01/2011 | Present |
| Allegis Investment Advisors | Idaho Falls | ID | 10/2016 | 04/2018 |
| Allegis Investment Services | Cedar City | UT | 10/2016 | 02/2019 |
| Townsquare Capital, Llc | Provo | UT | 03/2018 | 10/2021 |
| Dfpg Investments, Inc | Sandy | UT | 02/2019 | 05/2023 |
| Larson Williams Wealth Advisors, Llc | Cedar City | UT | 08/2020 | Present |
| Larson Williams Wealth Advisors, Llc | Cedar City | UT | 10/2020 | Present |
1) DALCO HOLDINGS LLC; NON-INVESTMENT RELATED; 318 S GLEN CANYON DR. CEDAR CITY, UT 84720; REAL ESTATE; PRESIDENT; 05/2013; 5% DURING BUSINESS HOURS; DALCO HOLDINGS LLC IS AN ENTITY THAT PURCHASES, SALES, AND HOLDS REAL ESTATE. DALCO HOLDINGS OWNS SEVERAL RENTAL PROPERTIES. 2) WILCOCK REAL ESTATE; NON-INVESTMENT RELATED; 2333 UT-56 SUITE F, CEDAR CITY, UT 84720; REAL ESTATE SALES; REAL ESTATE AGENT; 08/2013; 5% DURING BUSINESS HOURS; ASSIST BUYERS AND SELLERS IN REAL ESTATE TRANSACTIONS 3) LARSON WILLIAMS WEALTH ADVISORS LLC; INVESTMENT RELATED; CEDAR CITY, UT; RIA; INVESTMENT ADVISOR REPRESENTATIVE/PARTNER OWNER; 02/2021; 90% DURING BUSINESS HOURS; INVESTMENT ADVISORY SERVICES OFFERED THROUGH LARSON WILLIAMS WEALTH ADVISORS LLC A REGISTERED INVESTMENT ADVISOR. 4) WILLIAMS INSURANCE AND FINANCIAL SERVICES; NON-INVESTMENT RELATED; CEDAR CITY, UT; INSURANCE SALES AND SERVICE; PRESIDENT; 1/1/2026; AGENT; APPROXIMATE NUMBER OF HOURS PER MONTH 10; INSURANCE SALES AND SERVICE 5) LARSON WILLIAMS HOLDINGS, LLC; NON-INVESTMENT RELATED; CEDAR CITY, UT; REAL ESTATE; PARTNER; 1/1/2026; 1 HOUR PER MONTH DUTIES; LARSON WILLIAMS HOLDINGS, LLC IS AN ENTITY THAT PURCHASES, HOLDS, AND RENTS REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-22 |
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