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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Mesa | AZ | 08/2018 | 05/2022 |
| World Financial Group, Inc. | Mesa | AZ | 02/2015 | 05/2022 |
| Safford Unified School District | Safford | AZ | 06/2015 | 07/2017 |
| Velocity Construction | Thatcher | AZ | 07/2017 | 04/2018 |
| Unemployed | Mesa | AZ | 04/2018 | 08/2018 |
| Compass Tax Service | Mesa | AZ | 01/2019 | 05/2020 |
| Jensen's Accounting And Tax Services | Thatcher | AZ | 01/2015 | Present |
| Dfpg Investments, Llc | Sandy | UT | 06/2022 | 11/2024 |
| Diversify Advisory Services, Llc | Sandy | UT | 12/2023 | 11/2024 |
| Summit Global Investments | Bountiful | UT | 11/2024 | Present |
1) Life Insurance; non-investment related; Arizona; Life Insurance; Life Insurance Agent; 03/05/2017; 10% during business hours; soliciting insurance, insurance sales. 2) Jensen's Accounting And Tax Service; non-investment related; Thatcher, AZ; Tax Preparation; Tax preparer; 01/01/2021; 100% during business hours; Meet with clients to prepare both personal and business tax.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-17 |
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