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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-03-18 |
| UT | RA | APPROVED | 2025-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Salt Lake City | UT | 11/1991 | 06/2021 |
| Olympus Wealth Management, Llc | Cottonwood Heights | UT | 05/2022 | 03/2023 |
| Unemployed | Cottonwood Heights | UT | 06/2021 | 05/2022 |
| Unemployed | Cottonwood Heights | UT | 03/2023 | 01/2025 |
| Summit Global Investments | Bountiful | UT | 01/2025 | Present |
Castle Country LLC; not investment related; 2477 E Highway 40 Ballard, UT 84066; Hospitality; Investor; O hours per week; No duties (Investor)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-09 |
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-23 |
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