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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-11-20 |
| ID | RA | APPROVED | 2025-10-23 |
| AZ | RA | APPROVED | 2023-10-04 |
Branch Locations
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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Mesa | AZ | 10/2020 | 09/2023 |
| World Financial Group, Inc. | Tucson | AZ | 05/2020 | 09/2023 |
| Tesla | Scottsdale | AZ | 03/2020 | 03/2020 |
| Unemployed | San Tan Valley | AZ | 01/2020 | 05/2020 |
| Merrill Lynch | Mesa | AZ | 06/2015 | 01/2020 |
| Bank Of America, N.A. | Mesa | AZ | 08/2015 | 01/2020 |
| Stradling Wealth Strategies Llc | Mesa | AZ | 02/2017 | 01/2020 |
| Medical Transport Services | Mesa | AZ | 12/2016 | 02/2017 |
| Home Depot | Queen Creek | AZ | 01/2021 | 06/2021 |
| Liberty Mutual | Chandler | AZ | 04/2021 | 06/2022 |
| Lucid Motors | Scottsdale | AZ | 06/2021 | 06/2022 |
| Zillow Inc | Seattle | WA | 06/2021 | 06/2022 |
| Keap Llc | Chandler | AZ | 08/2021 | 03/2024 |
| Summit Global Investments | Bountiful | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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