Gregory D. Black
TENCAP WEALTH COACHING
SOUTH JORDAN, UT 84095
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CRD#: 5181698
Professional summary
Gregory Dunn Black, CFP®, ChFC®, who also goes by Greg Black, is a registered financial advisor currently at TENCAP WEALTH COACHING located in South Jordan, Utah.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Greg Black
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Gregory Dunn Black - Owner - Tencap Legacy, LLC - Life Insurance Agency - 10757 River front parkway, #110 South Jordan, UT 84095 - Licensed Insurance agent, life, disability, long term care, annuities - Business Started: October 1, 2012 - During and outside trading hours: 3 hours - Expected total yearly compensation derived from the business: 5% Business Name: Grant Taggart Symposium Is the Business investment-related? NO What is the nature of the other business? Symposium for Financial Advisors Your position, title, or relationship. President of the the Symposium Committee Start date of your relationship: 10/2018 Approximate hours a month spent on the other business 6 hours Approximate hours during trading spent on the other business- 1 hour Briefly describe your duties relating to the other business. Planning and coordinating a yearly symposium Kerry Park Family Limited Partnership; South Jordan, UT; Investment Related; General Partner; Family Limited Partnership; Started 10/2012; Approximately 1 hour per month spent; Approximately 0 hours spent during securities trading hours; Responsible for management of the family limited partnership. Tencap Real Estate LLC; South Jordan, UT; Not Investment Related; Manager; An LLC to hold a real estate investment; Started 12/2022; Approximately 1 hour per month spent; Approximately 0 hours spent during securities trading hours; Tend to real estate investment.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Dunn Black's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2017
Experience
Current
February 6, 2013 - Present
TENCAP WEALTH COACHING
Office #1: 1314 West 11400 South Suite 201, South Jordan, UT 84095RIA
CRD#: 166130
SOUTH JORDAN, UT
Past
April 16, 2019 - December 31, 2019
EVIDENT WEALTH
RIA
CRD#: 226630
OGDEN, UT
Past
October 12, 2009 - February 6, 2013
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
MURRAY, UT
Past
July 18, 2007 - February 6, 2013
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
MURRAY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TENCAP WEALTH COACHING
TENCAP WEALTH COACHING | TENCAP, LLC | TENCAP WEALTH COACHING, LLC
CRD#: 166130 / SEC#: 801-130427
RIA
Registered Investment Advisory firm - (6/10/2024 Approved)Colorado
Registered Investment Advisory firm - (6/17/2024 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/13/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/13/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)North Dakota
Registered Investment Advisory firm - (6/13/2024 Terminated)Texas
Registered Investment Advisory firm - (6/13/2024 Terminated)Utah
Registered Investment Advisory firm - (6/13/2024 Terminated)Washington
Registered Investment Advisory firm - (7/17/2024 Terminated)Wyoming
Registered Investment Advisory firm - (6/13/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/1/2024)
IAR
Utah(2/6/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
TENCAP WEALTH COACHING
TENCAP WEALTH COACHING | TENCAP, LLC | TENCAP WEALTH COACHING, LLC
CRD#: 166130 / SEC#: 801-130427
RIA
Registered Investment Advisory firm - (6/10/2024 Approved)Colorado
Registered Investment Advisory firm - (6/17/2024 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/13/2024 Terminated)Minnesota
Registered Investment Advisory firm - (6/13/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/14/2024 Terminated)North Dakota
Registered Investment Advisory firm - (6/13/2024 Terminated)Texas
Registered Investment Advisory firm - (6/13/2024 Terminated)Utah
Registered Investment Advisory firm - (6/13/2024 Terminated)Washington
Registered Investment Advisory firm - (7/17/2024 Terminated)Wyoming
Registered Investment Advisory firm - (6/13/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1314 West 11400 South Suite 201, South Jordan, UT 84095
Mailing Address
Phone number
(801) 221-2956
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,025 |
| AUM (Assets Under Management) | $ 117,197,434 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
