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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-11-15
  • AZ RA
    APPROVED
    Since 2024-11-15

Branch Locations

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

3939 W Main Street, Thatcher, AZ 85552 • 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 08/2018 05/2022
World Financial Group, Inc. Mesa AZ 02/2015 05/2022
Safford Unified School District Safford AZ 06/2015 07/2017
Velocity Construction Thatcher AZ 07/2017 04/2018
Unemployed Mesa AZ 04/2018 08/2018
Compass Tax Service Mesa AZ 01/2019 05/2020
Jensen's Accounting And Tax Services Thatcher AZ 01/2015 Present
Dfpg Investments, Llc Sandy UT 06/2022 11/2024
Diversify Advisory Services, Llc Sandy UT 12/2023 11/2024
Summit Global Investments Bountiful UT 11/2024 Present
  • 08/2018 → 05/2022
    Transamerica Financial Advisors, Inc
    Mesa, AZ
  • 02/2015 → 05/2022
    World Financial Group, Inc.
    Mesa, AZ
  • 06/2015 → 07/2017
    Safford Unified School District
    Safford, AZ
  • 07/2017 → 04/2018
    Velocity Construction
    Thatcher, AZ
  • 04/2018 → 08/2018
    Unemployed
    Mesa, AZ
  • 01/2019 → 05/2020
    Compass Tax Service
    Mesa, AZ
  • 01/2015 → Present
    Jensen's Accounting And Tax Services
    Thatcher, AZ
  • 06/2022 → 11/2024
    Dfpg Investments, Llc
    Sandy, UT
  • 12/2023 → 11/2024
    Sandy, UT
  • 11/2024 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
Other Businesses

1) Life Insurance; non-investment related; Arizona; Life Insurance; Life Insurance Agent; 03/05/2017; 10% during business hours; soliciting insurance, insurance sales. 2) Jensen's Accounting And Tax Service; non-investment related; Thatcher, AZ; Tax Preparation; Tax preparer; 01/01/2021; 100% during business hours; Meet with clients to prepare both personal and business tax.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-22
S63 Uniform Securities Agent State Law Examination 2018-10-17
  • S65 Uniform Investment Adviser Law Examination
    2021-07-22
  • S63 Uniform Securities Agent State Law Examination
    2018-10-17
Other Names
  • Tom Jensen

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