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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 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
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 | 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 |
*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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2008-06-21 |
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