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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 2025-02-03
  • UT RA
    APPROVED
    Since 2025-02-03

Branch Locations

Clinton, UT • United States

620 South Main 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
Goldenwest Credit Union South Ogden UT 03/2015 07/2017
Washington Terrace Fire Department Washington Terrace UT 05/2015 02/2022
Clinton City Fire Department Clinton UT 07/2017 02/2023
Delta Airllines Salt Lake City UT 10/2022 Present
North Summit Fire District Coalville UT 10/2022 Present
Summit Global Investments Bountiful UT 12/2024 Present
  • 03/2015 → 07/2017
    Goldenwest Credit Union
    South Ogden, UT
  • 05/2015 → 02/2022
    Washington Terrace Fire Department
    Washington Terrace, UT
  • 07/2017 → 02/2023
    Clinton City Fire Department
    Clinton, UT
  • 10/2022 → Present
    Delta Airllines
    Salt Lake City, UT
  • 10/2022 → Present
    North Summit Fire District
    Coalville, UT
  • 12/2024 → Present
    Summit Global Investments
    Bountiful, UT
Other Businesses

Big Tree Trading LLC // 1983 North 1400 West, Clinton, Utah 84015 // Owner // September 2024 // investment related // 5 hrs work per week // company for personal stock trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-30

View on SEC IAPD

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