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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2025-02-13 |
| AZ | RA | APPROVED | 2023-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Mesa | AZ | 01/2017 | 08/2023 |
| World Financial Group, Inc. | Mesa | AZ | 10/2016 | 08/2023 |
| Retired | Gilbert | AZ | 06/2016 | 09/2016 |
| Snocastle, Llc, Dba Bahama Buck'S | Gilbert | AZ | 02/2005 | Present |
| Summit Global Investments | Bountiful | UT | 08/2023 | Present |
SNOCASTLE, LLC, DBA BAHAMA BUCK'S/Investment Related - No/TWO LLC'S...SNOCASTLE, LLC AND SNOCASTLE2, LLC BOTH DBA BAHAMA BUCK'S 3347 S. CLAIRBORNE AVE, GILBERT, AZ 85297 480-251-1158/BAHAMA BUCK'S SELLS FRANCHISES. OUR 2 LLC OWN 2 FRANCHISES EACH. THE 4 STORES (WORKING ON A 5TH STORE) SELL FROZEN DESSERTS - PRIMARILY SHAVED ICE AND SMOOTHIES./MEMBER AND MANAGER IN EACH OF THE LLCS/02.2005/40/0/I AM THE OPERATING PARTNER. I OVERSEE THE GENERAL MANAGER AND CONSULT WITH HIM ON A REGULAR BASIS - MULTIPLE TIMES WEEKLY. I WORK WITH THE ARCHITECTS AND BUILDERS WHEN OPENING A NEW STORE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-04-20 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-03 |
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