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Robert Anthony Sale

Summit Global Investments, LLC

Bountiful, UT

Sarataoga Springs, UT

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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
SC RA APPROVED 2025-01-01
UT RA APPROVED 2024-11-13
  • CA RA
    APPROVED
    Since 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01
  • UT RA
    APPROVED
    Since 2024-11-13

Branch Locations

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

Sarataoga Springs, 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
Wfg Laguna Hills CA 04/2005 06/2022
Transamerica Financial Advisors, Inc Laguna Hills CA 01/2012 06/2022
Robert Sale Claremont CA 07/2016 11/2018
California Choice Orange CA 01/2017 Present
Kaiser Permanente Burbank CA 01/2017 06/2022
Benefitmall Dallas TX 04/2017 06/2022
Health Net Woodland Hills CA 12/2018 06/2022
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
  • 04/2005 → 06/2022
    Wfg
    Laguna Hills, CA
  • 01/2012 → 06/2022
    Transamerica Financial Advisors, Inc
    Laguna Hills, CA
  • 07/2016 → 11/2018
    Robert Sale
    Claremont, CA
  • 01/2017 → Present
    California Choice
    Orange, CA
  • 01/2017 → 06/2022
    Kaiser Permanente
    Burbank, CA
  • 04/2017 → 06/2022
    Benefitmall
    Dallas, TX
  • 12/2018 → 06/2022
    Health Net
    Woodland Hills, CA
  • 06/2022 → 11/2024
    Dfpg Investments, Llc
    Sandy, UT
  • 12/2023 → 11/2024
    Diversify Advisory Services, Llc
    Sandy, UT
  • 11/2024 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
  • 2023-12-14 → 2024-11-12
    Diversify Advisory Services, Llc
    South Jordan, UT
    Santa Ana, CA
    Lehi, UT
  • 2022-06-03 → 2023-12-31
    Dfpg Investments, Llc
    Sandy, UT
    South Jordan, UT
    Santa Ana, CA
    Lehi, UT
  • 2012-01-06 → 2022-06-01
    Transamerica Financial Advisors, Llc
    Piedmont, SC
    Brea, CA
    Irvine, CA
  • 2009-10-05 → 2012-01-06
    Investment Advisors International, Inc.
    Chino Hills, CA
    Piedmont, SC
Other Businesses

California Choice; Orange, CA; Insurance; Producer; Start Date 01/2017; Health Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-05
S63 Uniform Securities Agent State Law Examination 2005-11-09
  • S65 Uniform Investment Adviser Law Examination
    2009-09-05
  • S63 Uniform Securities Agent State Law Examination
    2005-11-09
Other Names
  • Robert Sale

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

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