Daniel Patrick Congram

Current Employers

Employment History

• 05/2008 → 12/2016
  Real Estate Essentials Llc
  Taylorsville, UT
• 07/2006 → 12/2016
  Smart Property
  Taylorsville, UT
• 07/2006 → 12/2016
  Congram Equity Management
  Taylorsville, UT
• 03/2023 → 12/2023
  Transamerica Financial Advisors, Inc
  Draper, UT
• 07/2008 → 12/2023
  World Financial Group, Inc.
  Draper, UT
• 10/2008 → Present
  Dimension Realty Services
  Salt Lake City, UT
• 12/2023 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2023-03-13 → 2023-07-14
  Transamerica Financial Advisors, Llc
  Draper, UT
• 2012-01-06 → 2014-07-15
  Transamerica Financial Advisors, Llc
  Brentwood, TN
  Draper, UT
  American Fork, UT
• 2008-07-18 → 2012-01-06
  Investment Advisors International, Inc.
  Brentwood, TN
  Draper, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DIMENSION REALTY SERVICES, LC POSITION: Branch Broker NATURE: Residential Real Estate Services - Buying/Selling/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2008 ADDRESS: 5882 South 900 East, Suite 300-B, Salt Lake City UT 84121 DESCRIPTION: Buying/Selling/Property Management. Supervising any real estate agents/associate brokers affiliated with the branch location. Currently I am the only licensee in the branch and I have no plans to change that.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-15
• S65 Uniform Investment Adviser Law Examination
  2023-02-14

Other Names

• Dan Congram
• Dan Congram