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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-07 |
| AK | RA | APPROVED | 2025-01-30 |
| NM | RA | APPROVED | 2025-01-06 |
| AZ | RA | APPROVED | 2024-05-17 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1201 S Alma School Rd, Suite 12750, Mea, AZ 85210 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Center Street Advisors | Mesa | AZ | 03/2016 | 11/2023 |
| Arete Wealth Advisors, Llc | Chicago | IL | 03/2023 | 02/2024 |
| Summit Global Financial | Bountiful | UT | 02/2024 | Present |
1) DBA Iron Tree Investment Management, LLC and Iron Tree Wealth Management, Securities and FIXED INSURANCE PRODUCTS. 160 hours per month for compensation. Start Date, 09/2013. 2) FPEC, Non-profit, Associate for Financial education. Began 9/2016, less than one hour a month. 3) Estate Planning Team Member, Prospect for clients by representing and marketing the strategy. Show prospective clients how to use the deferred sales trust techniques to defer taxes on the sale of appreciated businesses or assets. 1-2 Hours per month approx. for compensation. Start Date, 5/2018. 4) Shurprint LLC - Arizona, produce and ship mailers for customers. Less than 5 hours per month, for compensation. 5) Semworx LLC - Arizona, produce and ship mailers for customers. Less than 5 hours per month, for compensation.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-02-05 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-22 |
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