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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-15 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1111 East Draper Parkway, Suite 310, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Draper | UT | 03/2015 | 08/2023 |
| World Financial Group, Inc. | Draper | UT | 04/2011 | 08/2023 |
| Mmsmgd, Llc | South Jordan | UT | 06/2015 | 01/2018 |
| Kellogg Insurance Marketing, Inc | Draper | UT | 02/2019 | 09/2019 |
| Robert Olah Llc | Saratoga Springs | UT | 12/2017 | 10/2020 |
| Mmsmgd, Llc | South Jordan | UT | 10/2020 | Present |
| Summit Global Investments | Bountiful | UT | 08/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 08/2024 | 10/2025 |
| Robert Olah | Saratoga Springs | UT | 08/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 10/2025 | Present |
1.) SUMMIT GLOBAL INVESTMENTS, LLC - ASSOCIATE SUPPORT - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS. 2.) ROBERT OLAH - LIFE INS. AGENT - NON-VARIABLE INSURANCE - SARATOGA SPRINGS, UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-20 |
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