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1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-25 |
| UT | RA | APPROVED | 2021-06-25 |
Branch Locations
1148 West Legacy Crossing Blvd. Suite 110, Centerville, UT 84014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Services | Logan | UT | 01/2015 | 06/2018 |
| Allegis Investment Advisors, Llc | Logan | UT | 06/2015 | 06/2018 |
| Ars Investment Advisors, Inc. | South Jordan | UT | 05/2018 | 02/2020 |
| Summit Group Wealth Advisors | Logan | UT | 01/2015 | 02/2020 |
| Jrs Wealth Management Llc | Bountiful | UT | 03/2020 | 11/2020 |
| Townsquare Capital, Llc | Provo | UT | 11/2020 | 11/2021 |
| Alliance Wealth Advisors, Llc | Centerville | UT | 12/2020 | Present |
| Alliance Wealth Advisors, Llc | Centerville | UT | 05/2021 | Present |
1) 11/2020- present, AWA Planning; employee offering life and annuity products and also use this name for marketing when doing TownSquare fee business. 2) Independent insurance agent. Address is the same as office location. Investment-related. Position held-Insurance Agent. Nature of business Individual producer offering fixed life and annuities. 5 hrs per month all during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-02 |
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