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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-10-11
  • CO RA
    APPROVED
    Since 2023-10-11

Branch Locations

6850 West 52Nd Avenue, Suite 202, Arvada, CO 80002 • United States

620 South Main Street, Bountiful, UT 84010 • 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 Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wfg Greenwood Village CO 12/2007 09/2023
Personal Real Estate Investing Denver CO 06/2008 06/2023
Transamerica Financial Advisors, Inc Greenwood Village CO 01/2012 09/2023
Reed Meyer & Associates Wheat Ridge CO 05/2008 Present
Roper Insurance Englewood CO 11/2017 07/2019
Colonial Life Centennial CO 11/2017 06/2023
Mycore-Benefits Annapolis MD 03/2018 07/2019
Aliera Healthcare Atlanta GA 03/2018 07/2019
Co Health Brokers Boulder CO 03/2018 07/2019
Netlaw Inc. Louisville KY 03/2019 06/2023
College Loan Freedom Henderson NV 05/2019 06/2023
Oneshare Health Irvine TX 06/2019 06/2023
Warner Pactific Greenwood Village CO 07/2019 06/2023
Lakewood High School Boys And Girls Swim Team Booster Club 501C3 Lakewood CO 06/2022 06/2023
Wealthwave Centennial CO 01/2018 10/2023
Sunbeam Energy Arvada CO 10/2022 08/2025
Summit Global Investments Private Wealth Wheat Ridge CO 10/2023 Present
United Planners Financial Services Scottsdale AZ 12/2023 08/2025
Powur Solar Arvada CO 10/2022 09/2024
Reed A Meyer Wheat Ridge CO 01/2008 Present
Equity Services, Inc Montpelier VT 08/2025 Present
  • 12/2007 → 09/2023
    Wfg
    Greenwood Village, CO
  • 06/2008 → 06/2023
    Personal Real Estate Investing
    Denver, CO
  • 01/2012 → 09/2023
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 05/2008 → Present
    Reed Meyer & Associates
    Wheat Ridge, CO
  • 11/2017 → 07/2019
    Roper Insurance
    Englewood, CO
  • 11/2017 → 06/2023
    Colonial Life
    Centennial, CO
  • 03/2018 → 07/2019
    Mycore-Benefits
    Annapolis, MD
  • 03/2018 → 07/2019
    Aliera Healthcare
    Atlanta, GA
  • 03/2018 → 07/2019
    Co Health Brokers
    Boulder, CO
  • 03/2019 → 06/2023
    Netlaw Inc.
    Louisville, KY
  • 05/2019 → 06/2023
    College Loan Freedom
    Henderson, NV
  • 06/2019 → 06/2023
    Oneshare Health
    Irvine, TX
  • 07/2019 → 06/2023
    Warner Pactific
    Greenwood Village, CO
  • 06/2022 → 06/2023
    Lakewood High School Boys And Girls Swim Team Booster Club 501C3
    Lakewood, CO
  • 01/2018 → 10/2023
    Wealthwave
    Centennial, CO
  • 10/2022 → 08/2025
    Sunbeam Energy
    Arvada, CO
  • 10/2023 → Present
    Summit Global Investments Private Wealth
    Wheat Ridge, CO
  • 12/2023 → 08/2025
    United Planners Financial Services
    Scottsdale, AZ
  • 10/2022 → 09/2024
    Powur Solar
    Arvada, CO
  • 01/2008 → Present
    Reed A Meyer
    Wheat Ridge, CO
  • 08/2025 → Present
    Equity Services, Inc
    Montpelier, VT
Previous Registrations
  • 2012-01-06 → 2023-10-03
    Denver, CO
    Englewood, CO
    Centennial, CO
  • 2008-08-11 → 2012-01-06
    Investment Advisors International, Inc.
    Centennial, CO
    Denver, CO
Other Businesses

*REED MEYER & ASSOCIATES - WHEAT RIDGE, CO - SINCE 05/2008 - NOT INVESTMENT RELATED. OWNER - S-CORP THAT USED ONLY FOR TAX PURPOSES - NOT DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS - 6850 W 52ND AVE, SUITE 202, ARVADA, CO - SINCE 12/2023 - INVESTMENT RELATED. IAR-INVESTMENT ADVISOR REPRESENTATIVE - DBA NAME FOR MARKETING PURPOSES ONLY - REFERRING CLIENTS TO SGI TO MANAGE THEIR MONEY AS NEEDED. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - 6850 W 52ND AVE, SUITE 202, ARVADA, CO - SINCE 12/2023 - INVESTMENT RELATED. PARTNER, FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - FOR RIA AND INSURANCE SALES AND SERVICES. DURING TRADE HOURS. *REED A. MEYER - 6850 W 52ND AVE, SUITE 202, ARVADA, CO - SINCE 12/2023 - INV REL. INSURANCE BASED COMMISSIONS, FIXED BUSINESS. AGENT. ALL FIXED INS BUSINESS, FINANCIAL SERVICES BUSINESS/SALES. DURING TRADE HRS. *SOCIETY FOR FINANCIAL AWARENESS (SOFA). 6850 W 52ND AVE, SUITE 202, ARVADA, CO. SEPT 2026. INV REL. TEACH EDUCATIONAL RETIREMENT CLASSES AT UNIVERSITY THAT ARE MARKETED UNDER SOFA, SOFA IS A NATIONWIDE NON-PROFIT. MEMBER/SPEAKER. TEACH CLASS AT UNIVERSITIES INCLUDING TOPICS SUCH AS SOCIAL SECURITY, TAXATION, LTC, ETC. DURING TRADE HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-08-16
S65 Uniform Investment Adviser Law Examination 2008-06-21
  • S63 Uniform Securities Agent State Law Examination
    2008-08-16
  • S65 Uniform Investment Adviser Law Examination
    2008-06-21

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