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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-10-10 |
| UT | RA | APPROVED | 2023-10-06 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Jerky Shack | North Ogden | UT | 06/2001 | 12/2017 |
| Allegis Advisor Group | Willard | UT | 11/2011 | Present |
| Allegis Investment Advisers, Llc Fka Bowengroup Advisors, Llc | Idaho Falls | ID | 12/2013 | 05/2018 |
| Ars Investment Advisors, Inc. | North Ogden | UT | 05/2018 | 02/2020 |
| Allegis Investment Advisors | North Ogden | UT | 12/2013 | 05/2018 |
| Allegis Advisor Group | North Ogden | UT | 11/2011 | Present |
| Townsquare Capital | Provo | UT | 02/2020 | 06/2023 |
| Portside Wealth Group | Provo | UT | 05/2023 | 10/2023 |
| Simplicity Wealth | Summit | NJ | 10/2023 | Present |
11/2003- present; Allegis Advisor Group / Capital Protection & Insurance Services owner,SELL FIXED LIFE INSURANCE, ANNUITIES AND SECURITIES INSURANCE SALES. the
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-26 |
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