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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-02-13 |
| GA | RA | APPROVED | 2024-07-26 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Ringgold, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluecross Blueshield Of Tennessee | Chattanooga | TN | 11/2008 | Present |
| Summit Global Investments | Bountiful | UT | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-29 |
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