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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-06-30 |
| NC | RA | APPROVED | 2025-04-16 |
Branch Locations
Wake Forest, NC • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Financial Group | Sonoma | NC | 11/2022 | 01/2025 |
| Cade Inc | Project Manager | NC | 05/2023 | 05/2024 |
| Frontier Excavation | Gray | ME | 04/2019 | 07/2022 |
| Summit Global Investments | Bountiful | UT | 01/2025 | Present |
| City Of Lewiston | Lewiston | ME | 01/2017 | 04/2021 |
| Pro-Cut Lawn And Landscape | Sabattus | ME | 07/2011 | 01/2017 |
| Not Employed | Wake Forest | NC | 07/2022 | 11/2022 |
Finestead Land - Part-time contract position - Real estate acquisition and management - 2-5 Hours per week - Wake Forest, NC 27587 - 12/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-16 |
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