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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-13 |
| CO | RA | APPROVED | 2023-09-22 |
Branch Locations
1101 Village Road, Suite Ll3D, Carbondale, CO 81623 • United States
620 South Main Street, Bountiful, UT 84010 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wfg | Gunnison | CO | 06/2001 | 09/2023 |
| The Glass Brokerage Inc | Grand Junction | CO | 11/2006 | 10/2025 |
| Transamerica Financial Advisors, Inc | Gunnison | CO | 01/2012 | 09/2023 |
| Aflac | Grand Junction | CO | 02/2018 | 03/2019 |
| Wealthwave | Johns Creek | GA | 01/2015 | 09/2023 |
| Summit Global Investments, Llc | Bountiful | UT | 09/2023 | Present |
| Ash Brokerage | Fort Wayne | IN | 10/2023 | 10/2025 |
| United Planners Financial Services | Scottsdale | AZ | 12/2023 | 10/2025 |
| Jody Ann Wilson | Bountiful | UT | 04/2002 | Present |
| Investment Property | Grand Junction | CO | 08/2013 | Present |
| 118 N. 22Nd Court,Llc | Grand Junction | CO | 01/2017 | Present |
| Equity Services, Inc. | Montpelier | VT | 10/2025 | Present |
1.) SUMMIT GLOBAL INVESTMENTS. LLC - IAR - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 09/2023 - INVESTMENT RELATED. DURING TRADE HRS. 2.) INVESTMENT PROPERTY - OWNER OF SINGLE FAMILY HOME - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GRAND JUNCTION, CO - SINCE 08/2013 - INVESTMENT RELATED. DURING TRADE HRS. 3.) JODY ANN WILSON - INSURANCE AGENT - NON-VARIABLE INSURANCE - BOUNTIFUL, UT - SINCE 04/2002 - INVESTMENT RELATED. DURING TRADE HRS. 4.) 118 N. 22ND COURT,LLC - 50% OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GRAND JUNCTION, CO - SINCE 01/2017 - INVESTMENT RELATED. DURING TRADE HRS. 5.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR, AVP - DBA NAME FOR MARKETING PURPOSES ONLY - CARBONDALE, CO - SINCE 12/2023 - INVESTMENT RELATED. DURING TRADE HRS. 6.) JODY WILSON INVESTMENTS, LLC - OWNER - PASS THROUGH - CARBONDALE, CO - SINCE 12/2024 - NOT INVESTMENT RELATED 7. )DEFIANCE THRIFT STORE. 2412 S GLEN AVE, GLENWOOD SPRINGS CO. NOT INV REL. THRIFT STORE. PRESIDENT. 10/2025. BOARD MEMBER AND PRESIDENT OF THE NON PROFIT. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-15 |
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