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Anthony Jase Allen

Andina Advisors

Providence, UT

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Current Employers
Andina Advisors

1300 N 200 E Suite 112, Logan, UT 84341 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2022-04-05
  • UT RA
    APPROVED
    Since 2022-04-05

Branch Locations

530 W 465 Mn Ste 707, Providence, UT 84332 • 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
Adams Wealth Management, Llc Adams Wealth Management, Llc UT 08/2017 05/2020
Allen Law Office Logan UT 04/2014 08/2017
Allen-Hall Mortuary, Inc. Logan UT 04/2014 Present
Jack's Tire & Oil Management Company, Inc. Logan UT 08/2015 Present
Andina Capital Management, Llc Providence AZ 04/2022 Present
  • 08/2017 → 05/2020
    Adams Wealth Management, Llc
    Adams Wealth Management, Llc, UT
  • 04/2014 → 08/2017
    Allen Law Office
    Logan, UT
  • 04/2014 → Present
    Allen-Hall Mortuary, Inc.
    Logan, UT
  • 08/2015 → Present
    Jack's Tire & Oil Management Company, Inc.
    Logan, UT
  • 04/2022 → Present
    Andina Capital Management, Llc
    Providence, AZ
Previous Registrations
  • 2020-05-06 → 2022-06-02
    Core Capital Wealth Management, Llc
    Providence, UT
  • 2017-10-10 → 2020-05-05
    Logan, UT
Other Businesses

1. Allen Generations LLC; Non-Investment Related;44 E Center St. Logan, UT 84321; Real Estate Holding Company; Manager/Owner; 12/27/2018; 4 hours per month, 3 hours per month during trading 2. Allen Brothers Enterprises LLC; Non-Investment Related; 44 E Center St., Logan UT 84321; Real Estate holding Company; Manager/Owner; 1/1/2017; 4 hours per month; 3 hours per month during trading 3. Crown Estate Holdings LLC; Non-Investment Related; 44 E Center St., Logan, UT 84321; Real Estate Holding Company; Manager/Owner; 1/17/2017; 4 hours per month, 3 hours per month during trading 4. Allen-Hall Mortuary, Inc.; Non-Investment Related; 32 E Center St., Logan UT 84321; Funeral Home; Funeral Director/VP/Shareholder; 136 hours per month, 128 hours per month during trading. 5. Jack's Tire and Oil, Inc.; Non-Investment Related; 1795 N Main, Logan, UT 84341; Tire Dealer; Board Member/Shareholder; 8 hours per month, 6 hours per month during trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-08
  • S65 Uniform Investment Adviser Law Examination
    2017-02-08

View on SEC IAPD

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