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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-16 |
| FL | RA | APPROVED | 2026-07-14 |
| MA | RA | APPROVED | 2026-07-09 |
| UT | RA | APPROVED | 2026-06-25 |
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
3 Edgewater Drive Suite 103, Norwood, MA 02062 • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Norwood | MA | 03/2024 | 06/2026 |
| World Financial Group, Inc. | Norwood | MA | 01/2022 | 06/2026 |
| Global Accounting And Financial Services Llc | Quincy | MA | 09/2018 | Present |
| Deloitte | Boston | MA | 11/2014 | 09/2018 |
| Summit Global Investments, Llc | Norwood | MA | 06/2026 | Present |
GLOBAL ACCOUNTING AND FINANCIAL SERVICES LLC/Investment Related - No/730 HANCOCK STREET SUITE 209, QUINCY, MA 02170/ACCOUNTING AND TAX FIRM/MANAGER/09.2018/100/0/PROVIDE ACCOUNTING AND TAX SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-10 |
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