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3651 North 100 East Suite 275, Provo, UT 84604-4557 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2003-02-03 |
Branch Locations
3651 North 100 East Suite 275, Provo, UT 84604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paragon Capital Management | Provo | UT | 01/1992 | Present |
1.) OC JONES & SONS, 1520 FOURTH STREET, BERKELEY, CA 94710 / MEMBER - BOARD OF DIRECTORS SINCE 2013 / NOT INVESTMENT RELATED / 4 TO 5 HRS PER MONTH - 1-2 DURING TRADING HOURS 2.) Orem City; Not Investment Related; Orem City, UT; Mayor, Chairman of the City Council, Legislative Branch of the City Government; Start Date 01/03/2023; 40-80 hours per month with variation; 40-80 hours per month with variation during securities trading hours; Description of duties include: City Council meeting two days each month, 3:00 - 10:00pm and Chair all of the city council meetings, Face of the city at public events, Work with a variety of local agencies and government entities, Provide input for many important city decisions, ie. new city building, 10M gallon water project, New Parks, Rec Center, etc.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 1993-05-13 |
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