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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-23 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Queen Creek, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Tucson | AZ | 03/2023 | 10/2023 |
| World Financial Group, Inc. | Tucson | AZ | 03/2023 | 10/2023 |
| Tempe Police Department | Tempe | AZ | 10/2016 | Present |
| Build Up Crossfit | Mesa | AZ | 01/2013 | 10/2016 |
| Summit Global Investments | Bountiful | UT | 11/2023 | Present |
TEMPE POLICE DEPARTMENT/Investment Related - No/120 E 5th St Tempe Arizona 85281, 480-3508311/Police Department/Officer/10.16/160/0/patrol officer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-07 |
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