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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-07-15
  • UT RA
    APPROVED
    Since 2024-07-15

Branch Locations

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

Hurricane, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
World Financial Group, Ia. Hurricane UT 06/2001 04/2024
Transamerica Financial Advisors, Inc Hurricane UT 01/2012 04/2024
Boyack Christiansen & Chambers, Pllc St. George UT 06/2013 Present
Boyack Christiansen & Nobis, Pllc George UT 07/2017 11/2023
Author Of Legacy Planning St George UT 10/2018 Present
Boyack Christiansen Legal Soutions George UT 10/2019 11/2023
Summit Global Investments Bountiful UT 05/2024 Present
  • 06/2001 → 04/2024
    World Financial Group, Ia.
    Hurricane, UT
  • 01/2012 → 04/2024
    Transamerica Financial Advisors, Inc
    Hurricane, UT
  • 06/2013 → Present
    Boyack Christiansen & Chambers, Pllc
    St. George, UT
  • 07/2017 → 11/2023
    Boyack Christiansen & Nobis, Pllc
    George, UT
  • 10/2018 → Present
    Author Of Legacy Planning
    St George, UT
  • 10/2019 → 11/2023
    Boyack Christiansen Legal Soutions
    George, UT
  • 05/2024 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
  • 2012-01-06 → 2024-04-02
    St. George, UT
    Hurricane, UT
    Draper, UT
    Hurricane, UT
  • 2008-04-15 → 2012-01-06
    Investment Advisors International, Inc.
    Draper, UT
Other Businesses

BOYACK CHRISTIANSEN LEGAL SOUTIONS / emp dates: 1019 TO PRESENT/ INVESTMENT RELATED: NO /address: 619 S. BLUFF ST 202 ST. GEORGE, UT 84770 / position: PRESIDENT/ nature of business: THIS IS A LAW FIRM. THIS IS THE SAME LAW FIRM I HAVE HAD, JUST CHANGING NAMES DUE TO THE DEPARTURE OF A PARTNER IN THE FIRM. REPLACING BAYACK CHRISTIANSEN & NOBIS/ hrs work monthly: 30/Sec trading hrs: 6/ duties: HELPING CLIENTS WITH LEGAL NEEDS AUTHOR OF LEGACY PLANNING / emp dates: 1018 TO PRESENT/ INVESTMENT RELATED: NO /address: 619 S. BLUFF ST 202 ST. GEORGE, UT 84770 / position: AUTHOR/ nature of business: WRITING AND MARKETING A BOOK ABOUT ESTATE PLANNING ENTITLRED " LEGACY Planning"/ hrs work monthly: 2/Sec trading hrs: 0/ duties: SELF PUBLISHING AND DISTRIBUTING THIS BOOK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-04
S63 Uniform Securities Agent State Law Examination 2000-08-07
  • S65 Uniform Investment Adviser Law Examination
    2007-12-04
  • S63 Uniform Securities Agent State Law Examination
    2000-08-07

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