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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-21 |
| WY | RA | APPROVED | 2025-02-21 |
| ID | RA | APPROVED | 2023-07-06 |
| UT | RA | APPROVED | 2023-07-06 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1111 East Draper Parkway, Suite 310, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Draper | UT | 01/2012 | 06/2023 |
| Aflac | Draper | UT | 03/2018 | 09/2023 |
| Summit Global Investments, Llc | Draper | UT | 07/2023 | Present |
| Verity Investments, Inc. | Durham | NC | 09/2023 | 11/2023 |
| United Planners | Scottsdale | AZ | 11/2023 | Present |
| Richard Paul Cunningham | Draper | UT | 08/2023 | Present |
1.) MMKR INC - PRESIDENT/OWNER - TAX ENTITY FOR 1099 INCOME - BLUFFDALE, UT - SINCE 03/2012 - NOT INVESTMENT RELATED 2.) RICHARD PAUL CUNNINGHAM - AGENT - INSURANCE - DRAPER, UT - SINCE 08/2023 - INVESTMENT RELATED 3.) SUMMIT GLOBAL INVESTMENTS LLC - INVESTMENT ADVISOR - REGISTERED INVESTMENT ADVISOR - DRAPER, UT - SINCE 07/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-26 |
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