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Cesar Duenas Sanchez

Summit Global Investments, LLC

Bountiful, 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 2022-11-09
  • UT RA
    APPROVED
    Since 2022-11-09

Branch Locations

620 South 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Salt Lake City UT 01/2019 11/2022
Salsas Catering Llc North Salt Lake UT 06/2011 12/2018
Wealth Navigation Advisors Centerville UT 08/2018 12/2018
Summit Global Investments Bountiful UT 11/2022 Present
  • 01/2019 → 11/2022
    Fidelity Brokerage Services Llc
    Salt Lake City, UT
  • 06/2011 → 12/2018
    Salsas Catering Llc
    North Salt Lake, UT
  • 08/2018 → 12/2018
    Wealth Navigation Advisors
    Centerville, UT
  • 11/2022 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
  • 2020-08-24 → 2022-10-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-17
S63 Uniform Securities Agent State Law Examination 2019-04-14
  • S66 Uniform Combined State Law Examination
    2020-08-17
  • S63 Uniform Securities Agent State Law Examination
    2019-04-14
Other Names
  • Cesar Duenas

View on SEC IAPD

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