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701 S Main Suite #400, Logan, UT 84321 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2017-10-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors | Logan | UT | 07/2015 | Present |
| Jones Simkins Llc | Logan | UT | 01/2004 | Present |
| Adams Wealth Management, Llc | Adams Wealth Management, Llc | UT | 08/2017 | Present |
Name: Jones Simkins CPA Firm, Investment Related: No, Address: 41 N Rio Grand St #101, SLC, UT, Nature: CPA Firm, Position: Manager, Title: Manager, Start Date: 01/2004, Hours per Month: 160, Trading Hours: 8, Duties: Help manage the CPA firm. Name: Teton Wasatch Ski Co., Investment Related: No, Address: 979 S. Silvertree Lane, North Salt Lake CIty, UT 84054, Nature: Ski Retailer, Position: Owner, Title: Owner, Hours per Month: 2, Trading Hours: 0, Duties: Manage online retailer. Online Retailer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-20 |
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