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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-08-11 |
| RI | RA | APPROVED | 2026-07-30 |
| NH | RA | APPROVED | 2026-07-28 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Hudson, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 02/1994 | 06/2021 |
| World System Builder | Alviso | CA | 07/2021 | 06/2026 |
| Summit Global Investments, Llc | Bountiful | UT | 06/2026 | Present |
Minny Hunt - Insurance Agent - Hudson, NH - Non-Investment Related - 75% during business hours - 11/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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