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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-08-30 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Salt Lake City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Draper | UT | 08/2010 | 07/2019 |
| Horizon Accounting Services, Inc. | Salt Lake City | UT | 07/2000 | Present |
| Transamerica Financial Advisors, Inc | Draper | UT | 01/2012 | 07/2019 |
| My Investment Advisor, Inc. | St. George | UT | 09/2019 | 05/2024 |
| Summit Global Investments | Bountiful | UT | 06/2024 | Present |
I am the owner of Horizon Accounting Services LLC and my title is a tax accountant. This outside business activity is non-investment related. The address is 6578 S Bouchelle Lane Salt Lake City, UT 84121. Start date 02/01/2000. Approximate hours per month: 20. Number of hours during trading hours: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-08 |
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