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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2024-12-12 |
| UT | RA | APPROVED | 2023-08-25 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Woods Cross, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Clearfield | UT | 02/2007 | 10/2023 |
| Transamerica Financial Advisors, Inc | Clearfield | UT | 07/2014 | 08/2023 |
| Business Networking International | Charlotte | NC | 06/2010 | 01/2020 |
| Net Law Group Inc. | Louisville | KY | 06/2020 | 10/2022 |
| Verity Investments, Inc. | Durham | NC | 09/2023 | 11/2023 |
| Summit Global Investments, Llc | Bountiful | UT | 08/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 11/2023 | 09/2025 |
| Amy Brown-Non Variable Ins | Woods Cross | UT | 03/2020 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2025 | Present |
*G2G ENTERPRISES, LLC - PARTNER W/ SPOUSE ROBERT M BROWN - 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT -PASS THROUGH ENTITY - SINCE 02/2012 - NOT INVESTMENT RELATED. NOT DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS, LLC - 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT - FINANCIAL ADVISOR, PARTNER - REGISTERED INVESTMENT ADVISOR - SINCE 08/2023 - INVESTMENT RELATED .DURING TRADE HRS. *AMY BROWN - AGENT - NON-VARIABLE INSURANCE - 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT - SINCE 03/2020 - INVESTMENT RELATED. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR, PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT - SINCE 11/2023 - INVESTMENT RELATED. DURING TRADE HRS. *SOCIETY FOR FINANCIAL AWARENESS (SOFA). 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT - JULY 2024. INV REL. ADULT FINANCIAL EDUCATION. MEMBER. EDUCATOR. DURING TRADE HRS. *ASSOCIATION OF FINANCIAL EDUCATORS (AFE). 1111 EAST DRAPER PARKWAY SUITE 310 DRAPER UT - JULY 2026. INV REL. ADULT FINANCIAL EDUCATION MEMBER. EDUCATOR. DURING TRADE HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-21 |
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