Weston S Cordon

Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 09/2023
  World Financial Group, Inc.
  Clearfield, UT
• 08/2013 → 02/2019
  Rands Auto Sales
  North Salt Lake, UT
• 05/2019 → 09/2023
  Transamerica Financial Advisors, Inc.
  Clearfield, UT
• 09/2023 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2020-02-11 → 2023-09-22
  Transamerica Financial Advisors, Llc
  So. Jordan, UT
  Clearfield, UT

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-20
• S65 Uniform Investment Adviser Law Examination
  2020-02-07