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Current Employers
Summit Global Investments, Llc

620 South Main Street, Bountiful, UT 84010 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-20
  • AZ RA
    APPROVED
    Since 2024-11-20

Branch Locations

620 South Main Street, Bountiful, UT 84010 • United States

3939 W Main Street, Thatcher, AZ 85552 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jensen'S Acctg & Tax Svc Thatcher AZ 08/1998 Present
World Financial Group Tucson AZ 06/2001 05/2022
J10 Cattle Central AZ 08/2011 08/2020
Transamerica Financial Advisors, Inc Tucson AZ 01/2012 05/2022
Dfpg Investments, Llc Sandy UT 05/2022 11/2024
Diversify Advisory Services, Llc Sandy UT 12/2023 11/2024
Summit Global Investments Bountiful UT 11/2024 Present
Equity Services, Inc. Montpelier VT 08/2025 Present
  • 08/1998 → Present
    Jensen'S Acctg & Tax Svc
    Thatcher, AZ
  • 06/2001 → 05/2022
    World Financial Group
    Tucson, AZ
  • 08/2011 → 08/2020
    J10 Cattle
    Central, AZ
  • 01/2012 → 05/2022
    Transamerica Financial Advisors, Inc
    Tucson, AZ
  • 05/2022 → 11/2024
    Dfpg Investments, Llc
    Sandy, UT
  • 12/2023 → 11/2024
    Sandy, UT
  • 11/2024 → Present
    Summit Global Investments
    Bountiful, UT
  • 08/2025 → Present
    Equity Services, Inc.
    Montpelier, VT
Previous Registrations
  • 2023-12-18 → 2024-11-12
    South Jordan, UT
    Thatcher, AZ
  • 2022-06-01 → 2023-12-31
    Dfpg Investments, Llc
    Sandy, UT
    Thatcher, AZ
    Thatcher, AZ
    South Jordan, UT
  • 2012-01-06 → 2022-06-03
    Tucson, AZ
    Tucson, AZ
  • 2008-01-22 → 2012-01-06
    Investment Advisors International, Inc.
    Tucson, AZ
    Tuczon, AZ
Other Businesses

*JENSEN'S TAX SERVICE; NON-INVESTMENT RELATED; THATCHER, AZ; TAX SERVICES; OWNER; 03/1998; 60% DURING BUSINESS HOURS; TAX PREP. *SUMMIT GLOBAL INVESTMENTS (SGI) PRIVATE WEALTH - 3939 W MAIN ST, THATCHER AZ. INV REL. INVESTMENT SERVICES, PARTNER, SALES AND CLIENT SERVICES. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS - 3939 W MAIN ST, THATCHER AZ. INV REL. INVESTMENT SERVICES, PARTNER, SALES AND CLIENT SERVICES. DURING TRADE HRS. *J10 CATTLE; 5878 W CENTRAL RD CENTRAL AZ. NON-INVESTMENT RELATED; CATTLE PURCHASE, RAISING & SALES; OWNER; 03/2000; LESS THAN 1% DURING BUSINESS HOURS; CATTLE PURCHASE, RAISING & SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-14
S63 Uniform Securities Agent State Law Examination 2003-07-12
  • S65 Uniform Investment Adviser Law Examination
    2007-12-14
  • S63 Uniform Securities Agent State Law Examination
    2003-07-12

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