John Wesley Mcgehee

Current Employers

Summit Global Investments, Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2024-03-05

CO RA
APPROVED

Since 2024-03-05

Branch Locations

10303 E. Dry Creek Rd #10, Englewood, CO 80112 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Greenwood Village	CO	05/2023	12/2023
World Financial Group, Inc.	Greenwood Village	CO	10/2017	12/2023
Mcgehee Davis Associates	Wheat Ridge	CO	01/2012	08/2025
Summit Global Investments	Bountiful	UT	12/2023	Present
United Planners Financial Services	Scottsdale	AZ	03/2024	08/2025
John W Mcgehee	6850 W 52Nd Ave 202	CO	02/2024	Present
Mda Taxes	Arvada	CO	10/2023	Present
Summit Global Private Wealth	Arvada	CO	02/2024	Present
Equity Services, Inc.	Montpelier	VT	08/2025	Present

05/2023 → 12/2023

Transamerica Financial Advisors, Inc

Greenwood Village, CO
10/2017 → 12/2023

World Financial Group, Inc.

Greenwood Village, CO
01/2012 → 08/2025

Mcgehee Davis Associates

Wheat Ridge, CO
12/2023 → Present

Summit Global Investments

Bountiful, UT
03/2024 → 08/2025

United Planners Financial Services

Scottsdale, AZ
02/2024 → Present

John W Mcgehee

6850 W 52Nd Ave 202, CO
10/2023 → Present

Mda Taxes

Arvada, CO
02/2024 → Present

Summit Global Private Wealth

Arvada, CO
08/2025 → Present

Equity Services, Inc.

Montpelier, VT

Other Businesses

*JOHN W MCGEHEE - 6850 2 52ND AVE, SUITE 202, ARVADA CO. AUG 2025. INV REL. INSURANCE BASED COMMISSIONS. FIXED BUSINESS. AGENT. ALL FIXED BUSINESS. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS, LLC -6850 2 52ND AVE, SUITE 202, ARVADA CO. FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 02/2024 - INVESTMENT RELATED ,*MDA TAXES - 6850 2 52ND AVE, SUITE 202, ARVADA CO. DEC 2023. NOT INV REL. CPA OFFICE, TAX AND ACCOUNTING. PARTNER. TAX RETURNS, PREP AND CONSULTING. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - 6850 2 52ND AVE, SUITE 202, ARVADA CO. FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 06/2023 - INVESTMENT RELATED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-03-01

S65 Uniform Investment Adviser Law Examination

2024-03-01