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Timothy Paul Barton

Summit Wealth LLC

Orem, UT

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Current Employers
Summit Wealth Llc

563 E 875 N, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-13
  • UT RA
    APPROVED
    Since 2026-04-13

Branch Locations

563 E 875 N, Orem, UT 84097 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Student Springville UT 08/2014 09/2021
Transamerica Provo UT 09/2021 02/2023
Ninja Kidz Inc Draper UT 02/2023 04/2024
Midatlantic Advisory Llc Laguna Hills CA 04/2024 03/2026
Summit Wealth Llc Orem TX 03/2026 Present
Family First Medical Spanish Fork UT 07/2021 Present
  • 08/2014 → 09/2021
    Student
    Springville, UT
  • 09/2021 → 02/2023
    Transamerica
    Provo, UT
  • 02/2023 → 04/2024
    Ninja Kidz Inc
    Draper, UT
  • 04/2024 → 03/2026
    Midatlantic Advisory Llc
    Laguna Hills, CA
  • 03/2026 → Present
    Summit Wealth Llc
    Orem, TX
  • 07/2021 → Present
    Family First Medical
    Spanish Fork, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-22
  • S65 Uniform Investment Adviser Law Examination
    2025-12-22

View on SEC IAPD

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Other Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · Orem, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · Orem, UT
WELLS FARGO CLEARING SERVICES, LLC · OREM, UT

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