Adam R Clark

Current Employers

Summit Global Investments, Llc

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

Current Registrations

Authority	Category	Status	Date
NV	RA	APPROVED	2025-11-19
CA	RA	APPROVED	2025-07-08
LA	RA	APPROVED	2025-02-24
NE	RA	APPROVED	2025-02-24
TX	RA	APPROVED	2025-02-24
ID	RA	APPROVED	2025-02-03
WA	RA	APPROVED	2025-02-03
UT	RA	APPROVED	2023-09-01

NV RA
APPROVED

Since 2025-11-19
CA RA
APPROVED

Since 2025-07-08
LA RA
APPROVED

Since 2025-02-24
NE RA
APPROVED

Since 2025-02-24
TX RA
APPROVED

Since 2025-02-24
ID RA
APPROVED

Since 2025-02-03
WA RA
APPROVED

Since 2025-02-03
UT RA
APPROVED

Since 2023-09-01

Branch Locations

920 Heritage Park Blvd Ste 100-A, Layton, UT 84041 • United States

620 South Main Street, Bountiful, UT 84010 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Clearfield	UT	10/2020	08/2023
World Financial Group, Inc.	Clearfield	UT	08/2020	08/2023
The Church Of Jesus Christ Of Latter-Day Saints	Church Of Jesus Christ/Lds	UT	10/2014	09/2016
Life Changing Services	Farmington	UT	09/2016	08/2023
Davis School District	Farmington	UT	10/2016	06/2017
Choose Recovery Services	Las Vegas	NV	07/2020	08/2023
Wealthwave	Johns Creek	GA	01/2020	08/2023
Managed Wealth Financial	South Jordan	UT	07/2018	08/2023
Summit Global Investments Llc	Bountiful	UT	08/2023	Present
United Planners	Scottsdale	AZ	12/2023	08/2025
Coaching	Clinton	UT	08/2023	Present
Adam Clark	Clinton	UT	08/2023	Present
Summit Global Private Wealth	Bountiful	UT	08/2023	Present
Equity Services, Inc.	Montpelier	VT	08/2025	Present

10/2020 → 08/2023

Transamerica Financial Advisors, Inc

Clearfield, UT
08/2020 → 08/2023

World Financial Group, Inc.

Clearfield, UT
10/2014 → 09/2016

The Church Of Jesus Christ Of Latter-Day Saints

Church Of Jesus Christ/Lds, UT
09/2016 → 08/2023

Life Changing Services

Farmington, UT
10/2016 → 06/2017

Davis School District

Farmington, UT
07/2020 → 08/2023

Choose Recovery Services

Las Vegas, NV
01/2020 → 08/2023

Wealthwave

Johns Creek, GA
07/2018 → 08/2023

Managed Wealth Financial

South Jordan, UT
08/2023 → Present

Summit Global Investments Llc

Bountiful, UT
12/2023 → 08/2025

United Planners

Scottsdale, AZ
08/2023 → Present

Coaching

Clinton, UT
08/2023 → Present

Adam Clark

Clinton, UT
08/2023 → Present

Summit Global Private Wealth

Bountiful, UT
08/2025 → Present

Equity Services, Inc.

Montpelier, VT

Previous Registrations

2021-12-07 → 2023-09-18

Transamerica Financial Advisors, Llc

So. Jordan, UT

Clearfield, UT

Other Businesses

*SUMMIT GLOBAL INVESTMENTS LLC - 920 HERITAGE PARK BLVD, SUITE 100-A, LAYTON UT. FINANCIAL ADVISOR, AVP - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - 08/2023 - INVESTMENT RELATED. *CLARK CONSULTING AND MENTORING LLC - OWNER - PASS THROUGH ENTITY - CLINTON, UT - SINCE 09/2016 - NOT INVESTMENT RELATED. *COACHING - COACH - CONSULTING SERVICES - 920 HERITAGE PARK BLVD, SUITE 100-A, LAYTON UT - SINCE 08/2023 - NOT INVESTMENT RELATED. *ADAM CLARK - AGENT - NON-VARIABLE INSURANCE - 920 HERITAGE PARK BLVD, SUITE 100-A, LAYTON UT - SINCE 08/2018 - INVESTMENT RELATED. *SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR, AVP - REGISTERED INVESTMENT ADVISOR - 920 HERITAGE PARK BLVD, SUITE 100-A, LAYTON UT - SINCE 08/2023 - INVESTMENT RELATED. *SOCIETY OF FINANCIAL AWARENESS (SOFA). 920 HERITAGE PARK BLVD, SUITE 100-A, LAYTON UT. INV REL. JULY 2026. EDUCATOR. VOLUNTEER TO TEACH SEMINARS AS A NON-PROFIT. DURING TRADE HRS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-06
S63	Uniform Securities Agent State Law Examination	2021-05-18

S65 Uniform Investment Adviser Law Examination

2021-12-06
S63 Uniform Securities Agent State Law Examination

2021-05-18

View on SEC IAPD