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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-09 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Thornton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 06/2023 | 10/2023 |
| World Financial Group, Inc. | Greenwood Village | CO | 06/2022 | 10/2023 |
| Student | Thornton | CO | 02/2022 | 06/2022 |
| Independent Rebuild Specialists | Brighton | CO | 01/2019 | 02/2022 |
| Elward Systems Corporation | Lakewood | CO | 01/2018 | 01/2019 |
| Gen 3 Construction | Englewood | CO | 12/2014 | 12/2017 |
| Unemployed | Thornton | CO | 12/2017 | 01/2018 |
| David Lawrence Ic | Thornton | CO | 09/2023 | Present |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
DAVID LAWRENCE IC POSITION: Independent Contractor NATURE: Education/Coaching INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2023 ADDRESS: 13830 Locust St., Thornton CO 80602, United States DESCRIPTION: Seminars and coaching on general financial education such as budgeting, compound interest, and time value of money. No specific products or recommendations on investments will be involved with these seminars. Monthly seminars to be held and a 4 month coaching course.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-06 |
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