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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-06 |
| UT | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Pacific Financial Group, Inc. | Bellevue | WA | 08/2008 | 04/2024 |
| Summit Global Investments | Bountiful | UT | 09/2024 | Present |
| Unemployed | San Ramon | CA | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-21 |
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