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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-10 |
| NE | RA | APPROVED | 2025-12-10 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boulder | CO | 02/2013 | 11/2025 |
| Summit Global Investments, Llc | Arvada | CO | 12/2025 | Present |
| Equity Services, Inc. | Montpelier | VT | 02/2026 | Present |
*SUMMIT GLOBAL INVESTMENTS, LLC, 7828 VANCE DRIVE, SUITE 205 - OFFICE 4, ARVADA CO. INV RELATED - 12/10/2025, SR. FINANCIAL ADVISOR. PROVIDING FINANCIAL, TAX, RETIREMENT PLANNING. DURING TRADE HRS - 160 HOURS PER MONTH. *HEATHER M. CHURCH - INSURANCE SALES. 7828 VANCE DRIVE, SUITE 205 - OFFICE 4, ARVADA CO. INV REL. 7/25/2001. ASSISTING CLIENTS IN PURCHASE OF LIFE & LONG TERM CARE INSURANCE. AGENT. DURING TRADE HRS, 80 HOURS PER MONTH. *CHURCH ENTERPRISES, INC. 6714 TERRY CT, ARVADA CO. NOT INV REL. 3/06/2014. TAX-FLOW-THROUGH ENTITY ESTABLISHED SOLELY FOR THE PURPOSE OF RECEIVING AND REPORTING THE REGISTRANT'S ADVISORY-RELATED INCOME. NOT DURING TRADE HRS, 1 HOUR PER MONTH. *REAL ESTATE RENTAL, NORTHGLENN, CO 80233. INV REL. NOV 2017. OWNER & LANDLORD. 4 HOURS PER MONTH, DURING SOME TRADE HRS. *SOCIETY FOR FINANCIAL AWARENESS (SOFA). 7828 VANCE DRIVE, SUITE 205 - OFFICE 4, ARVADA CO, AND OTHER VARIOUS LOCATIONS. JULY 2026. INV REL. PROVIDE FREE FINANCIAL LITERACY SEMINARS TO THE PUBLIC, EMPLOYEES AND EMPLOYERS. EDUCATOR/PRESENTOR. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-20 |
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