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Advisor at THE NORDEN GROUP LLC
PROVO, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THE NORDEN GROUP LLC | Independent wealth | Mar 15, 2023 | n/a | yes | PROVO, UT | Current employment |
| TOWNSQUARE CAPITAL, LLC | Asset manager | Mar 2, 2018 | Jun 28, 2023 | no | LEHI, UT|Provo, UT|Provo, UT | Previous registration |
| ALLEGIS INVESTMENT ADVISORS, LLC | Former SEC adviser | Jun 17, 2014 | Mar 21, 2018 | no | OREM, UT|IDAHO FALLS, ID | Previous registration |
| ONEAMERICA SECURITIES, INC. | Bd affiliated wealth | Dec 2, 2011 | May 8, 2014 | no | NAMPA, ID|OREM, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP LLC | Jun 28, 2023 | Mar 15, 2023 | -105 | Firm change after gap | RIA to new firm |
| ALLEGIS INVESTMENT ADVISORS, LLC | TOWNSQUARE CAPITAL, LLC | Mar 21, 2018 | Mar 2, 2018 | -19 | Firm change | RIA to RIA |
| ONEAMERICA SECURITIES, INC. | ALLEGIS INVESTMENT ADVISORS, LLC | May 8, 2014 | Jun 17, 2014 | 40 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 288576:323988:UT:2023-06-28 | Jun 28, 2023 | Mar 15, 2023 | PROVO, UT | Firm change after gap |
| 157314:288576:ID:2018-03-21 | Mar 21, 2018 | Mar 2, 2018 | IDAHO FALLS, ID | Firm change |