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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advised Assets Group, Llc | Greenwood Village | CO | 03/2013 | 10/2024 |
| Summit Global Investments | Bountiful | UT | 08/2025 | Present |
| Unemployed | Thornton | CO | 10/2024 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-04 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-04 |
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
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