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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-12 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Holliston, MA • United States
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 |
|---|---|---|---|---|
| Citizens Bank | Bridgewater | MA | 10/2014 | 02/2020 |
| Cco Investment Services | Bridgewater | MA | 10/2014 | 02/2020 |
| Uber And Lyft | San Francisco | CA | 03/2018 | Present |
| Domino'S Pizza | Franklin | MA | 04/2018 | Present |
| Statera Financial, Llc | Walpole | MA | 01/2022 | 04/2022 |
| Wfgia | Norwood | MA | 03/2024 | 07/2026 |
| Transamerica Financial Advisors | Norwood | MA | 04/2024 | 07/2026 |
| Summit Global Investments, Llc | Holliston | MA | 07/2026 | Present |
Ronald Groves - Agent - Insurance sales - Non-Investment Related Uber Technologies Inc/Investment Related - No/1725 3rd Street, San Francisco, CA 94158/Ride Share and Deliveries/Driver/04/2018/100/70/Taxi service, ensure safety of clients riding in my vehicle LYFT/Investment Related - No/ 185 Berry St. San Fransico CA 94107 /844-928-3099/Ride Share/Transport passengers/Driver/04/2018/100/70/Transport Passengers, ensure safety of my clients during the ride Dominos/Investment Related - No /2 Mill St Franklin, MA 02038 (508) 520-1000/DELIVER FOOD TO CUSTOMERS VIA PERSONAL VEHICLE TRANSPORT, IN STORE DUTIES SUCH AS CUSTOMER ORDERS AND CLEANING DUTIES/DRIVER/04/2018/80/0/DELIVER FOOD TO CUSTOMERS VIA PERSONAL VEHICLE, IN STORE DUTIES SUCH AS CUSTOMER ORDERS AND CLEANING DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-29 |
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