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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 08/2019 | 01/2024 |
| World Financial Group, Inc. | Greenwood Village | CO | 01/2018 | 01/2024 |
| Jt Fitnessllc Dba Musclequest, (Formerly Dba Lifesports) | Centennial | CO | 01/1993 | Present |
| National Physique Committee | Cargegie | PA | 06/1991 | Present |
| Summit Global Investments | Bountiful | UT | 05/2024 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2025 | Present |
*SUMMIT GLOBAL INVESTMENTS - BOUNTIFUL UT. MAY 2024. INV REL. FINANCIAL ASSOCIATE. AS AN S65 LICENSED ADVISOR, I SUPPORT CLIENTS WITH FINANCIAL PLANS IN THEIR BEST INTEREST. HELP THEM WITH A SELF DIRECTED BUSINESS ACCOUNT, ASSISTANCE SETTING UP ANY ACCOUNTS THAT WILL HELP THEM REACH THEIR GOALS. DURING TRADE HRS. *JT FITNESSLLC DBA MUSCLEQUEST, (FORMERLY DBA LIFESPORTS). NOT INVESTMENT RELATED - 7548 S.JASMINE WAY, CENTENNIAL, CO 80112. NOT INV REL. BODYBUILDING AND FITNESS EVENTS PER YEAR; SPONSORSHIPS, ENTRY FEES AND TICKETS COLLECTED TO PAY COSTS FOR VENUES, TROPHIES, SANCTIONS AND ALL COSTS./MANAGER OWNER/01.1993/80/40/BRING IN SPONSORS, SOLICIT ATHLETES TO PARTICIPATE, SELL TICKETS TO PATRONS TO WATCH THE EVENTS, PRODUCE, PROMOTE, EXPEDITE AND FACILITATE ALL ASPECTS OF THE LIVE EVENT, PRE AND POST EVENT. DURING SOME TRADE HRS. *NATIONAL PHYSIQUE COMMITTEE. NPC, PO BOX 799, CARNEGIE, PA 15106. NOT INV REL. THE NPC IS THE NATIONAL PHYSIQUE COMMITTEE. COLORADO CHAIRMAN/01.1991/10/0/I AM IN AN UNPAID POSITION OF COLORADO CHAIRMAN TO FACILITATE THE NATIONAL ACTIVITIES LOCALLY. I ENSURE THAT THE NATIONAL RULES ARE FOLLOWED IN THE LOCAL EVENTS, PUT TOGETHER JUDGING PANELS FOR ALL OF THE COLORADO EVENTS, AND AM THE CONTACT POINT FOR QUESTIONS REGARDING THE NATIONAL ORGANIZATION LOCALLY. NOT DURING TRADE HRS. *NEXGEN MD SCIENTIFIC. 7548 S.JASMINE WAY, CENTENNIAL, CO 80112. NOT INV REL. COMPANY OFFERS MEDICAL WEIGHT LOSS AND WELLNESS PROGRAMS. AFFILIATE. MARKET COMPANYS SERVICES USING LAWFUL AND ETHICAL METHODS, REFER LEADS TO COMPANY USING UNIQUE REFERENCE REFERRAL LINK OR OTHER TRACKING METHOD PROVIDED BY COMPANY. DURING SOME TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-03 |
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