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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldenwest Credit Union | South Ogden | UT | 03/2015 | 07/2017 |
| Washington Terrace Fire Department | Washington Terrace | UT | 05/2015 | 02/2022 |
| Clinton City Fire Department | Clinton | UT | 07/2017 | 02/2023 |
| Delta Airllines | Salt Lake City | UT | 10/2022 | Present |
| North Summit Fire District | Coalville | UT | 10/2022 | Present |
| Summit Global Investments | Bountiful | UT | 12/2024 | Present |
Big Tree Trading LLC // 1983 North 1400 West, Clinton, Utah 84015 // Owner // September 2024 // investment related // 5 hrs work per week // company for personal stock trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-30 |
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