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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-03-06 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | American Fork | UT | 06/2013 | 07/2023 |
| Spencer Wealth Management | Mesa | AZ | 07/2023 | 10/2024 |
| H&R Block | Saratoga Springs | UT | 01/2025 | 04/2025 |
| Allstate Insurance Comapny | Northbrook | IL | 03/2025 | 12/2025 |
| Allstate Financial Services Llc | Lincoln | NE | 03/2025 | 12/2025 |
| Northwestern Mutual | Provo | UT | 09/2024 | 11/2024 |
| Summit Global Investments, Llc | Bountiful | UT | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
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