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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-04 |
| IN | RA | APPROVED | 2026-08-03 |
Branch Locations
60 Rhoads Center Dr Ste D, Centerville, OH 45458 • United States
620 South 400 East, St. George, UT 84770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Moraine | OH | 07/2011 | 09/2023 |
| Outdoor Tracker Systems | Sioux Falls | SD | 09/2011 | Present |
| Transamerica Financial Advisors, Inc | Moraine | OH | 01/2012 | 09/2023 |
| Summit Global Investments | Bountiful | UT | 09/2023 | 08/2026 |
| Your Ia | Centerville | OH | 08/2026 | Present |
OUTDOOR TRACKER SYSTEMS /NO/ 2200 S OXFORD AVE SIOUX FALLS, SD 57106/937-867-1890 /SHAREHOLDER / 09/2011 / CO MAKES HUNBER SEFTEY DEVICE THAT HANGS ON CAR WINDOW / OWNER OF 5% OF SHARES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-19 |
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