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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 |
| CO | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 05/2018 | 10/2023 |
| World Financial Group, Inc. | Greenwood Village | CO | 01/2018 | 10/2023 |
| Keller Williams | Greenwood Village | CO | 02/2014 | 01/2018 |
| College Loan Freedon | Henderson | NV | 07/2019 | 10/2023 |
| Xperience Benefits | Denver | CO | 05/2023 | 10/2023 |
| United Planners Financial Services | Scottsdale | AZ | 12/2023 | 07/2025 |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
| Jeremy Lytle | Castle Rock | CO | 03/2018 | Present |
| Equity Services, Inc. | Montpelier | VT | 07/2025 | Present |
1.) JEREMY LYTLE - NON-VARIABLE INSURANCE - 1555 MCMURDO TRL, CASTLE ROCK CA. MARCH 2018. INV REL. AGENT - NON-VARIABLE INSURANCE. DURING TRADE HRS. 2.) SUMMIT GLOBAL FINANCIAL - 1555 MCMURDO TRL, CASTLE ROCK CA. INV REL. OCT 2023. FINANCIAL ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - DURING TRADE HRS. 3.) LYTLE VENTURES LLC - 1555 MCMURDO TRL, CASTLE ROCK CA. NOT INV REL. FEB 2025. OWNER - TAX PASS THROUGH ENTITY - NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-29 |
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