Inactive

Holden Richard Iverson

Cynosure Group, LLC

Salt Lake City, UT

CRD 7809312

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Employer firm

Cynosure Group, LLC CRD 281399

$9.85B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Cynosure Group, Llc

111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2026-01-21

UT RA
APPROVED

Since 2026-01-21

Branch Locations

111 South Main Street Suite 2350, Salt Lake City, UT 84111-1929 • 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

Organization	City	State	From	To
The Cynosure Group	Salt Lake City	UT	11/2024	Present
Goldman Sachs	Salt Lake City	UT	09/2023	11/2024
Clicklease Llc	West Valley City	UT	09/2021	08/2023
School	North Salt Lake	UT	08/2015	09/2021

11/2024 → Present

The Cynosure Group

Salt Lake City, UT
09/2023 → 11/2024

Goldman Sachs

Salt Lake City, UT
09/2021 → 08/2023

Clicklease Llc

West Valley City, UT
08/2015 → 09/2021

School

North Salt Lake, UT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-20

S65 Uniform Investment Adviser Law Examination

2026-01-20

View on SEC IAPD

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