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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-20 |
| UT | RA | APPROVED | 2022-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Pleasanton | CA | 06/2001 | 02/2017 |
| Transamerica Financial Advisors, Inc | Pleasanton | CA | 01/2012 | 02/2017 |
| Summit Global Investments | Bountiful | UT | 02/2017 | Present |
| Lifepro Financial Services, Inc. | San Diego | CA | 02/2017 | Present |
LifePro Financial Services, Inc. 11512 El Camino Real, Suite 100 San Diego, California 92130 Non investment-related business. Approximately 5% of time. Duties and role: helping clients with insurance needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-26 |
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