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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-02-12 |
| TX | RA | APPROVED | 2023-09-07 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diverse Financial, Ltd. | Arvada | CO | 01/1983 | 07/2019 |
| World Financial Group | Plano | TX | 06/2001 | 08/2023 |
| Wave Financial Partners | Aurora | CO | 06/2011 | 07/2021 |
| Transamerica Financial Advisors, Inc | Plano | TX | 01/2012 | 08/2023 |
| Your Castle Real Estate | Denver | CO | 04/2016 | 02/2019 |
| Applegate Consulting Llc | Denver | CO | 12/2016 | 09/2023 |
| Tidalwave Products | Arvada | CO | 01/2017 | 07/2021 |
| Roper Insurance | Englewood | CO | 11/2017 | 07/2021 |
| Colonial Life | Centennial | CO | 11/2017 | 07/2021 |
| Net Law Inc. | Louisville | KY | 02/2019 | 09/2023 |
| Colorado Realty Pros Llc | Denver | CO | 02/2019 | 12/2021 |
| College Loan Freedom | Henderson | NV | 08/2019 | 09/2023 |
| Acm Business Solutions Inc. | Prosper | TX | 07/2019 | Present |
| Reliant Accounting & Tax Solutions Inc. | Prosper | TX | 01/2021 | Present |
| Wealthwave | Plano | TX | 01/2016 | 09/2023 |
| Summit Global Investments | Bountiful | UT | 09/2023 | Present |
| United Planners | Scottsdale | AZ | 11/2023 | 08/2025 |
| Agnes Medina | Prosper | TX | 09/2000 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2025 | Present |
*ACM BUSINESS SOLUTIONS INC. 4109 SMOKEY HILL CT, PROSPER TX. PRES/CEO - FLOW THROUGH COMPANY FOR TAX PURPOSES - SINCE 03/1992 - NOT INVESTMENT RELATED. NOT DURING TRADE HRS. *RELIANT ACCOUNTING & TAX SOLUTIONS INC. 4109 SMOKEY HILL CT, PROSPER TX. - CEO - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SINCE 01/2021 - NOT INVESTMENT RELATED. DURING TRADE HRS. *AGNES MEDINA - INSURANCE SALES - 4109 SMOKEY HILL CT, PROSPER TX. NON-VARIABLE INSURANCE - PROSPER, TX - SINCE 09/2000 - INVESTMENT RELATED. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS, LLC - 4109 SMOKEY HILL CT, PROSPER TX. . INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - SINCE 09/2023 - INVESTMENT RELATED. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - 4109 SMOKEY HILL CT, PROSPER TX. . FINANCIAL ADVISOR, AVP - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 09/2023 - INVESTMENT RELATED. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-11 |
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