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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-08 |
Branch Locations
8775 Birkdale Drive, Sunbury, OH 43074 • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 07/2014 | 10/2023 |
| World Financial Group, Inc. | Cincinnati | OH | 09/2007 | 10/2023 |
| J A Knapp Agency | Tucson | AZ | 06/2008 | Present |
| Xlr8 Management Llc | St. Sunbury | OH | 03/2017 | 01/2023 |
| Clarafi, Llc | Sunbury | OH | 01/2019 | Present |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
J A KNAPP AGENCY/INVESTMENT RELATED - NO/4525 E SKYLINE DRIVE STE 115 TUCSON, AZ 85718 PHONE: 520-299-3720/PROPERTY AND CASUALTY INSURANCE AGENCY/PRODUCER/06.2008/160/160/NEW AND RENEWAL BUSINESS PRODUCTION#10;#10; CLARAfi, LLC/ 0119-present/ Investment Related: No / PO Box 286 Sunbury, Oh 43074/ CEO/ Software for communication and reporting between business owners and their insurance brokers for property and casualty insurance needs / hrs work monthly: 20 / Sec trading hrs: 0 / Sales =, marketing and enrollment as well as troubleshooting and software development.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-23 |
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