Best Investors Account Sign in
Inactive

Michael Allen Bloomer

Summit Global Investments, LLC

Bountiful, UT

Mesa, AZ

Claim This Profile
Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-03
AZ RA APPROVED 2023-08-24
  • CA RA
    APPROVED
    Since 2025-02-03
  • AZ RA
    APPROVED
    Since 2023-08-24

Branch Locations

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

1910 S Stapley Dr Suite 221, Mesa, AZ 85204 • 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
Transamerica Financial Advisors, Inc Mesa AZ 09/2021 07/2023
City Of Tempe Police Department Tempe AZ 11/2014 Present
World Financial Group Mesa AZ 07/2021 07/2023
Verity Investments, Inc. Durham NC 08/2023 Present
Summit Global Investments Bountiful UT 07/2023 Present
  • 09/2021 → 07/2023
    Transamerica Financial Advisors, Inc
    Mesa, AZ
  • 11/2014 → Present
    City Of Tempe Police Department
    Tempe, AZ
  • 07/2021 → 07/2023
    World Financial Group
    Mesa, AZ
  • 08/2023 → Present
    Verity Investments, Inc.
    Durham, NC
  • 07/2023 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
Other Businesses

1) City of Tempe Police Department; Not investment-related; Tempe, AZ; Public Safety, Employee; Police Officer; 11/2014; 40 hours per month; 10 during market hours; Apprehend dangerous felons and enforce local law and city ordinances. 2) World Financial Group, Inc.; Not investment-related; Johns Creek, GA; Insurance agency; Contractor; Senior marketing director; 07/2021; 20 hours per month; 20 during market hours; Sell life insurance and annuities. 3) Philadelphia America Life Insurance, Inc.; Not investment-related; Houston, TX; Insurance agency; Contractor; Agent; 11/2022; 5 hours per month; 5 during market hours; Refer clients who want private health insurance. 4) Summit Global Investments, LLC.; Investment-related; Bountiful, UT; Registered Investment Adviser; Contractor; Investment Advisor Representative; 07/2023; 20 hours per month; 20 during market hours; Advise clients on investment related products. 5) Michael Bloomer, LLC.; Not investment-related; Gilbert, AZ; Pass-through entity; Partner; Member/Manager; 09/2021 20 hrs/month, 0 hours per month; 0 during market hours; Administrative duties. 6) ATM Property Management, LLC.; Not investment-related; Gilbert, AZ; Rental Management; Partner; Member/Manager; 11/2021; 20 hours per month; 20 during market hours; Owning and operating rentals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-28
S63 Uniform Securities Agent State Law Examination 2021-10-25
  • S65 Uniform Investment Adviser Law Examination
    2022-02-28
  • S63 Uniform Securities Agent State Law Examination
    2021-10-25
Other Names
  • Michael Bloomer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bountiful, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor