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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-05 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Mesa | AZ | 01/2016 | 11/2016 |
| Primerica Financial Services | Mesa | AZ | 01/2016 | 11/2016 |
| Morgan Stanley | Gilbert | AZ | 11/2019 | 05/2020 |
| Public Safety Financial Galloway Llc | Mesa | AZ | 03/2017 | 10/2019 |
| Sabbatical | Mesa | AZ | 12/2016 | 02/2017 |
| Bass Pro Shops | Mesa | AZ | 11/2020 | 05/2021 |
| The Home Depot | Mesa | AZ | 06/2020 | 10/2020 |
| Galloway Asset Management, Llc | Mesa | AZ | 05/2021 | 10/2024 |
| Summit Global Investments | Bountiful | UT | 12/2025 | Present |
| Unemployed | Mesa | AZ | 10/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-19 |
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