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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Gunnison | CO | 11/2012 | 08/2023 |
| World Financial Group Insurance Agency, Llc. | Gunnison | CO | 10/2011 | 09/2023 |
| Health Trust Financial | Montgomery | AL | 11/2016 | 06/2017 |
| Hallmark Homeowners Association | Gunnison | CO | 01/2000 | 06/2024 |
| Durable Power Of Attorney Nola Pierce | Northglenn | CO | 11/2017 | 05/2020 |
| Colonial Life | Centennial | CO | 02/2018 | 04/2019 |
| Girl Scouts Of Colorado | Gunnison | CO | 11/2014 | 12/2021 |
| Estate Of Nola N Pierce Personal Representative | Gunnison | CO | 05/2020 | 08/2020 |
| College Loan Freedom | Henderson | NV | 08/2020 | 08/2023 |
| Wealthwave | Johns Creek | GA | 04/2019 | 08/2023 |
| Summit Global Investments, Llc. | Gunnison | CO | 08/2023 | Present |
| Verity Investments, Inc. | Durham | NC | 09/2023 | 11/2023 |
| Ash Brokerage, Llc. | Gunnison | CO | 08/2023 | 01/2024 |
| Simplicity Optima | Gunnison | CO | 12/2023 | 09/2025 |
| United Planners Financial Services | Scottsdale | AZ | 12/2023 | 09/2025 |
| Alignment Business Consulting, Llc | Gunnison | CO | 04/2019 | Present |
| Sharalee Pederson | Gunnison | CO | 11/2002 | Present |
| Colorado F & P, Llc | Gunnison | CO | 01/2000 | Present |
| Velocity Property, Llc | Gunnison | CO | 03/2005 | Present |
| Gunnison Village Property, Llc | Gunnison | CO | 12/2020 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2025 | Present |
1.) VELOCITY PROPERTY, LLC - OWNER/PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GUNNISON, CO - SINCE 03/2005 - INVESTMENT RELATED. DURING TRADE HRS. 2.) PEDERSON ENTERPRISES, INC. - OFFICE/OWNER - FLOW-THROUGH ENTITY FOR TAX PURPOSES - GUNNISON, CO - SINCE 01/2011 - NOT INVESTMENT RELATED. NOT DURING TRADE HRS. 3.) GUNNISON VILLAGE PROPERTY, LLC - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GUNNISON, CO - SINCE 12/2020 - INVESTMENT RELATED. DURING TRADE HRS. 4.) THE MOMCO GUNNISON. GUNNISON CO. NOT INV REL. SEPT 2019. NONPROFIT DEDICTAED TO CONNECTING AND EMPOWERING MOMS THROUGH COMMUNITY. EVENT PLANNER AND MENTOR. NOT DURING TRADE HRS. 5.) ALIGNMENT BUSINESS CONSULTING, LLC - OWNER/CPA - CONSULTING SERVICES - GUNNISON, CO - SINCE 04/2019 - NOT INVESTMENT RELATED. DURING TRADE HRS. 6.) COLORADO F & P, LLC - Manager, OWNER, BOOKKEEPER, LEASING COORDINATOR - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - GUNNISON, CO - SINCE 01/2000 - INVESTMENT RELATED. DURING TRADE HRS. 7.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR/PARTNER/ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - GUNNISON, CO - SINCE 12/2023 - INVESTMENT RELATED. DURING TRADE HRS. 8.) SHARALEE PEDERSON - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - GUNNISON, CO - SINCE 11/2002 - INVESTMENT RELATED. DURING TRADE HRS. 9.) SUMMIT GLOBAL INVESTMENTS LLC - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - GUNNISON, CO - SINCE 11/2023 - INVESTMENT RELATED. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-30 |
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