Robert M Brown

Current Employers

Employment History

• 06/2016 → 07/2023
  Transamerica Financial Advisors, Inc
  Clearfield, UT
• 03/2013 → 11/2023
  World Financial Group, Inc.
  Clearfield, UT
• 01/2016 → 01/2020
  Business Networking International (Bni)
  South Ogden, UT
• 04/2013 → 07/2023
  Managed Wealth Financial
  South Jordan, UT
• 01/2020 → 07/2023
  Wealthwave
  Johns Creek, GA
• 08/2023 → 11/2023
  Verity Investments, Inc.
  Durham, NC
• 08/2023 → Present
  Summit Global Investments, Llc
  Woods Cross, UT
• 11/2023 → Present
  United Planners
  Scottsdale, AZ
• 08/2023 → Present
  Robert Brown-Non Variable Ins
  Woods Cross, UT

Previous Registrations

• 2017-02-09 → 2023-08-01
  Transamerica Financial Advisors, Llc
  So. Jordan, UT
  Clearfield, UT

Other Businesses

1.) G2G ENTERPRISES, LLC - PARTNER W/ SPOUSE AMY M BROWN - PASS THROUGH ENTITY - WOODS CROSS, UT - SINCE 02/2012 - NOT INVESTMENT RELATED 2.) SUMMIT GLOBAL INVESTMENTS, LLC - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - WOODS CROSS, UT - SINCE 08/2023 - INVESTMENT RELATED 3.) ROBERT BROWN - AGENT - NON-VARIABLE INSURANCE - WOODS CROSS, UT - SINCE 08/2023 - INVESTMENT RELATED 4.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR, AVP - DBA NAME FOR MARKETING PURPOSES ONLY - WOODS CROSS, UT - SINCE 11/2023 - INVESTMENT RELATED 5.) POWER OF ZERO SEMINARS - POWER OF ZERO PRESENTOR - TEACHING/COACHING - WOODS CROSS, UT - SINCE 01/2024 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-08
• S63 Uniform Securities Agent State Law Examination
  2016-09-30

Other Names

• Bobby Brown
• Robert Brown
• Bobby Brown
• Robert M Brown
• Robert Michael Brown
• Robert Bobby M Brown