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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Football League | San Diego | CA | 05/2013 | 09/2016 |
| Penn Mutual Life Insurance | Horsham | PA | 10/2016 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2017 | 02/2018 |
| Townsquare Capital, Llc | Provo | UT | 04/2018 | 06/2023 |
| The Norden Group Llc | Provo | UT | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-07 |
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