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3507 N University Ave Suite 150, Provo, UT 84604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-03-11 |
Branch Locations
3507 N University Ave Suite 150, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Black Rock Capital | Provo | UT | 12/2004 | Present |
| Allegis Investment Advisors | Idaho Falls | ID | 11/2016 | 09/2017 |
| Townsquare Capital, Llc | Provo | UT | 04/2017 | 06/2023 |
| Townsquare Capital, Llc | Provo | UT | 09/2017 | 06/2023 |
| Portside Wealth Group | Provo | UT | 06/2023 | Present |
12/2004- present; Black Rock Capital LLC; owner, individual LLC for tax purposes. Non investment related. 07/2023- present: Mission President for the Church of Jesus Christ of Latter-Day Saints; non-investment related, no income, overseeing the service of the proselyting activities of the missionaries in the designated area. 160 hrs of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-12 |
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