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5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-31 |
| UT | RA | APPROVED | 2023-03-15 |
Branch Locations
5255 N Edgewood Drive Suite 225, Provo, UT 84604 • United States
5295 Commerce Dr., Suite 175, Salt Lake City, UT 84107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crewe Capital Advisors Llc | Salt Lake City | UT | 03/2015 | 12/2018 |
| Townsquare Capital | Salt Lake City | UT | 12/2018 | 06/2023 |
| The Norden Group Llc | Provo | UT | 03/2023 | Present |
1)INDEPENDENT INSURANCE AGENT, 06/2010- SELLING FIXED LIFE INSURANCE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCECOMPANIES. INV REL - 20 HR/YR 2)RSTS, LLC; Not investment related; Equipment Rentals; Manager; Manager; 12/1/2023; 11 hours/month; 1 hours/month during trading hours; Renting out equipment that is purchased and charging a daily rate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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