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Kaneil Menlove

Paragon Wealth Management

Provo, UT

CRD 6264013

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Employer firm

Paragon Wealth Management CRD 105962

$153M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Paragon Wealth Management

3651 North 100 East Suite 275, Provo, UT 84604-4557 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2016-11-16
TX RA APPROVED_RES 2014-08-04
  • UT RA
    APPROVED
    Since 2016-11-16
  • TX RA
    APPROVED_RES
    Since 2014-08-04

Branch Locations

3651 North 100 East Suite 275, Provo, UT 84604-4557 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paragon Wealth Management Provo UT 10/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-24
  • S65 Uniform Investment Adviser Law Examination
    2016-10-24
Other Names
  • Kaneil Tucker
  • Kaneil Jefferies

View on SEC IAPD

Nearby Firms

PORTSIDE WEALTH GROUP, LLC
JOSEPH M. LARSEN, C.P.A., P.C.
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

Jason Robert Jones
KURT HAROLD BROWN
RODNEY AUSTIN WALKER

Nearby Offices

PORTSIDE WEALTH GROUP, LLC · PROVO, UT
JOSEPH M. LARSEN, C.P.A., P.C. · PROVO, UT
COMMONWEALTH FINANCIAL NETWORK · Provo, UT

More in Provo, UT

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