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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| UT | RA | APPROVED | 2023-07-13 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Talmage, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sorensen Welding, Inc. | Talmage | UT | 05/2000 | 10/2022 |
| Transamerica Financial Advisors, Inc | Draper | UT | 01/2012 | 07/2023 |
| Riz | Talmage | UT | 09/2021 | 12/2021 |
| Rain International | Orem | UT | 08/2021 | 11/2021 |
| Summit Global Investments, Inc. | Bountiful | UT | 07/2023 | Present |
| Verity Investments, Inc. | Durham | NC | 08/2023 | 11/2023 |
| World Financial Group, Inc. | Johns Creek | GA | 07/2004 | 10/2023 |
| Solex Global Llc | Talmage | UT | 06/2021 | Present |
| Summit Global Investments, Llc | Talmage | UT | 07/2023 | Present |
| Kristi L Sorensen | Talmage | UT | 08/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2025 | Present |
*SORENSEN LAND HOLDINGS LLC. 23356 W 1750 N #730052, TALMAGE, UT. NOT INV REL. JUNE 2025. LAND HOLDING COMPANY THAT HOLDS LAND FOR CATTLE RANCH. SECRETARY AND OWNER. HELP PAY BILLS AND RUN RANCH . DURING SOME TRADE HRS. *SORENSEN LAND AND CATTLE LLC. 23356 W 1750 N #730052, TALMAGE, UT. NOT INV REL. DEC 2024. EQUIPMENT AND CATTLE FOR RANCH. SECRETARY AND OWNER. HELP PAY BILLS AND RUN RANCH . DURING SOME TRADE HRS. *SOLEX GLOBAL LLC - 23356 W 1750 N #730052, TALMAGE, UT. JUNE 2021. NOT INV REL. FREQUENCY TECHNOLOGY SCANNER FOR THE BODY. QUANTUM LIVING ADVOCATE. MULTI LEVEL SCANNER PURCHASED, PEOPLE THAT PURCHASE THE APP WILL RESULT IN SMALL COMMISSION. NOT DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH. 1111 EAST DRAPER PKWY SUITE 310 DRAPER UT. INV REL. JULY 2023. DBA NAME FOR MARKETING PURPOSES ONLY. FINANCIAL ADVISOR PARTNER. IAR BUSINESS. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS, LLC. 1111 EAST DRAPER PKWY SUITE 310 DRAPER UT. INV REL. JULY 2023. INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR. DURING TRADE HRS. *KRISTI L SORENSEN - INSURANCE AGENT. 23356 W 1750 N #730052, TALMAGE, UT. INV REL. AUG 2023. FOR NON-VARIABLE INSURANCE. AGENT. SELLING LIFE AND LTC AND FIXED ANNUITIES. DURING TRADE HRS. *SORENSEN INVESTMENT GROUP INC. 23356 W 1750 N #730052, TALMAGE, UT. NOT INV REL - FEBRUARY 2004. PRESIDENT - PASS THROUGH ENTITY FOR COMMISSION, BILLS, ETC. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-28 |
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