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Summit Global Investments, LLC CRD 157091
$2.29B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-22 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
1111 East Draper Parkway, Suite 310, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Real Estate Essentials Llc | Taylorsville | UT | 05/2008 | 12/2016 |
| Smart Property | Taylorsville | UT | 07/2006 | 12/2016 |
| Congram Equity Management | Taylorsville | UT | 07/2006 | 12/2016 |
| Transamerica Financial Advisors, Inc | Draper | UT | 03/2023 | 12/2023 |
| World Financial Group, Inc. | Draper | UT | 07/2008 | 12/2023 |
| Dimension Realty Services | Salt Lake City | UT | 10/2008 | Present |
| Summit Global Investments | Bountiful | UT | 12/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc DIMENSION REALTY SERVICES, LC POSITION: Branch Broker NATURE: Residential Real Estate Services - Buying/Selling/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2008 ADDRESS: 5882 South 900 East, Suite 300-B, Salt Lake City UT 84121 DESCRIPTION: Buying/Selling/Property Management. Supervising any real estate agents/associate brokers affiliated with the branch location. Currently I am the only licensee in the branch and I have no plans to change that.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-02-14 |
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