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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-01 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
10303 East Dry Creek Road, Suite 110, Englewood, CO 80112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Greenwood Village | CO | 08/2005 | 10/2023 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 10/2023 |
| Tutor Doctor | Arvada | CO | 11/2012 | 04/2021 |
| Lyft | Fort Collins | CO | 01/2017 | Present |
| Kerri Farren Assistant | Greenwood Village | CO | 07/2018 | Present |
| College Loan Freedom-Ww | Greenwood Village | CO | 07/2019 | 10/2023 |
| Netlaw | Greenwood Village | CO | 07/2019 | 10/2023 |
| Foundation For Financial Wellness | Lone Tree | CO | 07/2023 | Present |
| Summit Global Investments | Fort Collins | CO | 11/2023 | Present |
1.) LYFT - DRIVER - TRANSPORTATION - FORT COLLINS, CO - SINCE 01/2017 - NOT INVESTMENT RELATED 2.) SUMMIT GLOBAL INVESTMENTS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - FORT COLLINS, CO - SINCE 11/2023 - INVESTMENT RELATED 3.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES - ENGLEWOOD, CO - SINCE 01/2024 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-12-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-05-11 |
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