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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| FL | RA | APPROVED | 2024-09-18 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tampa | FL | 01/2023 | 10/2023 |
| World Financial Group, Inc. | Tampa | FL | 10/2022 | 10/2023 |
| Bonide Products, Llc | Oriskany | NY | 08/2021 | Present |
| Sbm Life Science | Cary | NC | 10/2016 | 08/2021 |
| Bayer Crop Science | Research Triangle Park | NC | 05/2013 | 10/2016 |
| Maximus Solutions Amp; Consulting, Llc | Lutz | FL | 07/2016 | 04/2018 |
| Netlaw | Louisville | KY | 05/2023 | 10/2023 |
| United Planners | Scottsdale | AZ | 12/2023 | 08/2025 |
| Christopher J Manning | Lutz | FL | 10/2023 | Present |
| Summit Global Investments | Lutz | FL | 11/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 08/2025 | Present |
| Summit Global Private Wealth | Lutz | FL | 12/2023 | Present |
*BONIDE. 6301 SUTLIFF RD ORISKANY NY. AUG 2021. NOT INV REL. GARDEN CONSUMER PRODUCTS. SALES MANAGER. SELLING GARDEN PRODUCTS TO GARDEN CENTERS. NOT DURING TRADE HRS. *CHRISTOPHER J MANNING- INSURANCE SALES REP. 18854 MAISONS DR LUTZ FL. INV REL. OCT 2023. FIXED INSURANCE. SALES AGENT. LIFE INSURANCE AND FIXED ANNUITIES. DURING TRADE HRS. *IRONCLAD WEALTH CONSULTING LLC. 18854 MAISONS DR LUTZ FL. NOT INV REL. MARCH 2025. OWNER - FLOW THROUGH FOR TAXES. NOT DURING TRADE HRS. *SUMMIT GLOBAL FINANCIAL - 18854 MAISONS DR LUTZ FL.. INV REL. DEC 2023. FINANCIAL ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - 18854 MAISONS DR LUTZ FL. INV REL. JUNE 2024. FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-22 |
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