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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-12 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Mesa, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Phoenix | AZ | 05/2006 | 06/2022 |
| Transamerica Financial Advisors, Inc | Phoenix | AZ | 11/2012 | 06/2022 |
| Jensen'S Accounting And Tax Service | Thatcher | AZ | 06/2014 | 07/2020 |
| Compass Tax Services | Mesa | AZ | 01/2015 | Present |
| Student Optimum Serivces | Glendale | CA | 01/2020 | Present |
| Revolt Healthcare Alliance | Frisco | TX | 06/2020 | Present |
| United Financial Freedom | Draper | UT | 09/2020 | Present |
| Arizona Tax Accounting And Consulting Services | Mesa | AZ | 07/2020 | Present |
| Dfpg Investments, Llc. | Sandy | UT | 06/2022 | 11/2024 |
| Summit Global Investments | Bountiful | UT | 11/2024 | Present |
1) Arizona Tax Accounting and Consulting Services LLC dba AZTACS; Non-investment related; Mesa, AZ; Tax preparation, tax consulting, bookkeeping; Partner / Preparer; 12/18/2020; 40% during business hours; Performing tax preparation services, tax consulting and bookkeeping services. Preparing state and federal tax returns for individuals and businesses. 2) Compass Tax Services; Non-investment related; Mesa, AZ; Tax preparation; Tax preparer; 10/22/2015; 10% during business hours; Tax interviews and preparing tax returns. 3) Fixed Insurance; Non-investment related; Arizona; Insurance; Agent; 6/3/2022; 20% during business hours; Selling of life insurance products, long-term care products and health insurance products. 4) Revolt Healthcare Alliance; Non-investment related; Mesa, AZ; referring clients to health insurance specialists; Referral Partner; 8/12/2020; 1% during business hours; Referral Business, provide resources for clients. 5) Student Optimum Services; Non-investment related; Mesa, AZ; referring clients to loan specialists; Referral Partner; 1/17/2020; 1% during business hours; Refer clients to student loan specialists. 6) United Financial Freedom; Non-investment related; Mesa, AZ; refer clients to debt reduction software sales team; Referral Partner; 9/02/2020; 1% during business hours; refer clients to sales team for debt reduction software.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-12 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-11 |
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