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AMY MELISSA BROWN
AMY M BROWN, AMY MELISSA JANIK, AMY MELISSA TIMAS
CRD#: 6377882
IA
Investment Adviser
B
Broker
SUMMIT GLOBAL INVESTMENTS, LLCCRD#: 157091 Woods Cross, UT
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERCRD#: 20804 1111 E. DRAPER PKWY.
#320
DRAPER, UT 84020
Registration History
20162017201820192020202120222023202420252 FIRMS2023 - Present (1 year)BVERITY INVESTMENTS, INC. (CRD# 41527)2023 - 2023 (<1 year)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2016 - 2023 (7 years)IATRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2022 - 2023 (<1 year)
License(s)

State Registrations

B
Arizona 1/5/2024

B
New Mexico 1/5/2024

B
Colorado 6/13/2024

IA
New Mexico 12/12/2024

B
Connecticut 6/13/2024

B
Texas 5/2/2024

B
Florida 5/2/2024

IA
Utah 8/25/2023

IA
Idaho 11/16/2023

B
Utah 11/28/2023

B
Nevada 1/5/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
SUMMIT GLOBAL INVESTMENTS, LLC (CRD#:157091)
Woods Cross, UT
Registered with this firm since 8/25/2023

B
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD#:20804)
1111 E. DRAPER PKWY. #320, DRAPER, UT 84020
Registered with this firm since 11/28/2023

Previous Registration(s)
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B
09/15/2023 - 11/15/2023 VERITY INVESTMENTS, INC. (CRD#:41527) DURHAM, NC
IA
09/27/2022 - 08/22/2023 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) CLEARFIELD, UT
B
02/22/2016 - 08/22/2023 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) CLEARFIELD, UT
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.