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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-20 |
| UT | RA | APPROVED | 2024-07-15 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Global Investments | Bountiful | UT | 12/2023 | Present |
| Hope & Henry, Llc | Farmington | UT | 05/2021 | Present |
| Transamerica | Clearfield | UT | 06/2023 | 11/2023 |
| Nutraceutical | Ogden | UT | 06/2020 | 04/2021 |
| Ministerio De Educacion | Miranda De Ebro | 11/2019 | 03/2020 | |
| Utah Drivers License Division | South Ogden | UT | 04/2019 | 09/2019 |
| America First Credit Union | Roy | UT | 05/2018 | 03/2019 |
| Church Of Jesus Christ Of Latter Day Saints | Salt Lake City | UT | 08/2015 | 08/2017 |
| Utah Behavior Sciences | Riverdale | UT | 08/2017 | 05/2018 |
Hope & Henry, LLC // Not Investment Related // 1261 S 650 W STE 101, Farmington UT 84025 // Retail/E-commerce // Distribution & Logistics Manager // 40 hours per week // Supply chain, Warehousing, and Various special projects.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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