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Lindsay Nelson

Summit Global Investments, LLC

Bountiful, UT

St. George, UT

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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2024-05-28
  • UT RA
    APPROVED
    Since 2024-05-28

Branch Locations

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

St. George, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
My Investment Advisor St George UT 08/2013 05/2024
Summit Global Investments Bountiful UT 05/2024 Present
  • 08/2013 → 05/2024
    My Investment Advisor
    St George, UT
  • 05/2024 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
  • 2015-10-01 → 2024-09-03
    My Investment Advisor, Inc.
    St George, UT
Other Businesses

REAL ESTATE AGENT ON A REFERRAL-ONLY BASIS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-30
  • S65 Uniform Investment Adviser Law Examination
    2015-09-30

View on SEC IAPD

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Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
STRATEGIC PLANNING GROUP · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

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