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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 01/2019 | 08/2021 |
| Unemployed | Salt Lake City | UT | 08/2018 | 01/2019 |
| Experis, Inc | Milwaukee | WI | 10/2017 | 08/2018 |
| Unemployed | Vineyard | UT | 07/2017 | 10/2017 |
| Dixie State University | Saint George | UT | 07/2016 | 07/2017 |
| Dixie State University | Saint George | UT | 06/2014 | 07/2017 |
| Summit Global Investments, Llc | Bountiful | UT | 08/2021 | 12/2024 |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | 04/2024 |
| Zion Wealth Advisors | St. George | UT | 12/2024 | 10/2025 |
| Lpl Financial | St. George | UT | 12/2024 | 10/2025 |
| Your Ia Llc | St. George | UT | 10/2025 | Present |
| Associate Owners Group, Inc. | St. George | UT | 10/2025 | Present |
| Fellowship Consulting Llc | Hurricane | UT | 01/2026 | Present |
Associate Owners Group Inc. | Not Investment Related | 616 S. 300 E. St. George, UT 84770 | Holding Company | Chief of Staff | Employee | October 2025 | 50 hours per week | 40 hours during securities trading hours | Manage operations. Fellowship Consulting LLC | Investment Related | 5365 S Shorebreak Drive St. George Utah 84780 | Consulting | Owner | CEO | January 2026 | 10 hours per week | 10 hours during securities trading hours | Pass-through entity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-27 |
| S66 | Uniform Combined State Law Examination | 2021-09-04 |
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