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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carden Memorial School | Salt Lake City | UT | 04/2014 | 06/2017 |
| South Davis Junior High | Bountiful | UT | 08/2017 | 06/2019 |
| Woods Cross High School | Woods Cross | UT | 08/2019 | 06/2021 |
| Unemployed | 1031 E Eaglewood Dr | UT | 06/2021 | 09/2021 |
| The Church Of Jesus Christ Of Latter-Day Saints | St Clair | PA | 09/2021 | 12/2021 |
| Harden Capital | North Salt Lake | UT | 12/2021 | 07/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | St Clair | PA | 07/2022 | 09/2022 |
| The Church Of Jesus Christ Of Latter-Day Saints | Sutton Coldfield | 09/2022 | 03/2024 | |
| Summit Global Investments | Bountiful | UT | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
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