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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-05-28 |
Branch Locations
St. George, UT • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intermountain Healthcare | St. George | UT | 03/1998 | Present |
| My Investment Advisor Inc. | St. George | UT | 09/2009 | Present |
| Danny Webb | St George | UT | 09/2009 | Present |
| Fruition Financial | St George | UT | 06/2011 | Present |
| Summit Global Investments | Bountiful | UT | 05/2024 | Present |
FINANCIAL FREEDOM ALLIANCE NOT INVESTMENT RELATED FIXED LIFE INSURANCE, INDEPENDENT LIFE INSURANCE AGENT. STARTED 09/2010. END 12/31/2016.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-12 |
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