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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-15 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1111 East Draper Parkway, Suite 310, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Draper | UT | 09/2014 | 08/2023 |
| World Financial Group, Inc. | Draper | UT | 07/2012 | 08/2023 |
| Ice Castles Llc | South Jordan | UT | 08/2012 | 04/2022 |
| Bangerter Brothers Realty | South Jordan | UT | 01/2007 | 04/2022 |
| Child Family Enterprises, Llc | South Jordan | UT | 08/2015 | Present |
| Pursue Strategic, Llc | South Jordan | UT | 05/2022 | Present |
| Cfefin Llc | South Jordan | UT | 06/2022 | Present |
| Summit Global Investments | Bountiful | UT | 08/2023 | Present |
Pursue Strategic, LLC / 0522-Present / Investment Related: No / 10966 S springland Drive South Jordan, UT 84095 / Member-Advisor / Pursue Strategic, LLC/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / The daily activities are advising businesses and business owners. Examples are exit planning, planning, valuation, tax strategy, and management consulting. Child Family Enterprises, LLC / 0815-Present / Investment Related: No / 10966 Spring land Drive, South Jordan UT 84095 / Member / Holding Company / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Secretary of the Board for one of the entities owned (Wonder Entertainment, LLC) Non-operating owner-member of Wonder Entertainment, LLC Non-operating owner-member of Ice Castles, LLC CFEFIN LLC POSITION: member NATURE: pass through INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2022 ADDRESS: 10966 S Springland Drive, South Jordan UT 84095, United States DESCRIPTION: pass through for accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-21 |
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