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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-19 |
| NH | RA | APPROVED | 2025-02-06 |
| MA | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2024-12-11 |
| ME | RA | APPROVED | 2024-02-13 |
| FL | RA | APPROVED | 2023-09-19 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Dover, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tampa | FL | 06/2019 | 08/2023 |
| World Financial Group, Inc. | Tampa | FL | 06/2017 | 08/2023 |
| Aamp: L Laboratory | Auburn | ME | 09/2015 | 10/2016 |
| Kmea | National City | CA | 01/2017 | 10/2020 |
| Woodford Acquisitions Llc | Lewiston | ME | 05/2020 | 09/2023 |
| Wealthwave | Johns Creek | GA | 05/2017 | 08/2023 |
| Lgcy Power | Lehi | UT | 10/2016 | 06/2017 |
| Verity Investments, Inc. | Durham | NC | 09/2023 | 11/2023 |
| Summit Global Investments, Llc | Pinellas Park | FL | 08/2023 | Present |
| Lyft | Pinellas Park | FL | 06/2023 | 04/2024 |
| United Planners Financial Services | Scottsdale | AZ | 11/2023 | Present |
| Keith Crogan | Pinellas Park | FL | 08/2023 | Present |
1.) KEITH CROGAN - INSURANCE AGENT - NON-VARIABLE INSURANCE - PINELLAS PARK, FL - SINCE 08/2023 - INVESTMENT RELATED 2.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - PINELLAS PARK, FL - SINCE 06/2023 - INVESTMENT RELATED 3.) SUMMIT GLOBAL INVESTMENTS - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - PINELLAS PARK, FL - SINCE 08/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-18 |
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