Timothy Irving Shumway

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

• 11/1991 → 06/2021
  Fidelity Brokerage Services, Inc.
  Salt Lake City, UT
• 05/2022 → 03/2023
  Olympus Wealth Management, Llc
  Cottonwood Heights, UT
• 06/2021 → 05/2022
  Unemployed
  Cottonwood Heights, UT
• 03/2023 → 01/2025
  Unemployed
  Cottonwood Heights, UT
• 01/2025 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2023-01-10 → 2023-03-20
  Olympus Wealth Management, Llc
  Cottonwood Heights, UT
• 2008-01-08 → 2015-05-07
  Strategic Advisers Llc
  Salt Lake City, UT
  Salt Lake City, UT

Other Businesses

Castle Country LLC; not investment related; 2477 E Highway 40 Ballard, UT 84066; Hospitality; Investor; O hours per week; No duties (Investor)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-09
• S66 Uniform Combined State Law Examination
  2008-03-07
• S63 Uniform Securities Agent State Law Examination
  1991-12-23

Other Names

• Tim Shumway