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Current Employers
The Norden Group Llc

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-03-15
  • UT RA
    APPROVED
    Since 2023-03-15

Branch Locations

5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States

5295 Commerce Dr., Suite 175 Suite 1300, Salt Lake City, UT 84107 • 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
Goldman Sachs & Co. Houston TX 04/2014 09/2018
Jpmorgan Chase Bank Na Salt Lake City UT 10/2018 09/2021
Jpmorgan Securities Llc Salt Lake City UT 10/2018 09/2021
Crestone Asset Management, Llc Boulder CO 09/2021 05/2022
Rev Road Capital Provo UT 07/2022 Present
Townsquare Capital Provo UT 07/2022 06/2023
The Norden Group Llc Provo UT 03/2023 Present
  • 04/2014 → 09/2018
    Goldman Sachs & Co.
    Houston, TX
  • 10/2018 → 09/2021
    Jpmorgan Chase Bank Na
    Salt Lake City, UT
  • 10/2018 → 09/2021
    Jpmorgan Securities Llc
    Salt Lake City, UT
  • 09/2021 → 05/2022
    Crestone Asset Management, Llc
    Boulder, CO
  • 07/2022 → Present
    Rev Road Capital
    Provo, UT
  • 07/2022 → 06/2023
    Townsquare Capital
    Provo, UT
  • 03/2023 → Present
    Provo, UT
Previous Registrations
  • 2022-07-28 → 2023-06-28
    Lehi, UT
    Salt Lake City, UT
  • 2021-10-04 → 2022-05-03
    Crestone Asset Management Llc
    Salt Lake City, UT
    Boulder, CO
Other Businesses

1) 07/01/2022- Stalwart Ventures l; Investment Related; 1555 North Freedom Blvd. Provo, UT 84604; Venture Capital Fund; Managing Director in the GP of RevRoad Capital Partners LLC and RevRoad Capital Fund; 35 hours/month and 6 hours/month during securities trading hours 2) 6/1/2025 This Is The Place Heritage Park, non-investment related; 2601 Sunnyside Ave. S. Salt Lake City, UT 84108; state park; volunteer Board Director; 10 hours/month; 0 hours during trading hours; oversight of park foundation's governance with rest of the board.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-10
  • S66 Uniform Combined State Law Examination
    2010-03-10
Other Names
  • Rachelle Morris

View on SEC IAPD

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