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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
10303 E Dry Creek Rd, Suite 110, Englewood, CO 80112 • United States
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Br&D Landscape, Inc. | Frantown | CO | 01/1995 | 12/2018 |
| Wfg | Greenwood Village | CO | 11/2008 | 09/2023 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 09/2023 |
| Syracuse Limited Liability Company | Greenwood Village | CO | 10/2017 | 10/2025 |
| College Loan Freedom, Inc | Henderson | NV | 03/2019 | 01/2020 |
| Wealthwave | Greenwood Village | CO | 01/2016 | 09/2023 |
| Summit Global Investments | Bountiful | UT | 09/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | 10/2025 |
| George M. Kiebler Jr. | Franktown | CO | 11/2007 | Present |
| Summit Global Investments, Llc | Franktown | CO | 01/2018 | Present |
| Net Law Llc | Louisville | KY | 01/2024 | 10/2025 |
| Equity Services, Inc | Montpelier | VT | 10/2025 | Present |
1.) SUMMIT GLOBAL INVESTMENTS, LLC - INDEPENDANT IAR - REGISTERED INVESTMENT ADVISOR - FRANKTOWN, CO - SINCE 01/2018 - INVESTMENT RELATED. DURING TRADE HRS. 2.) GEORGE M. KIEBLER JR. - INDEPENDANT AGENT - NON-VARIABLE INSURANCE - FRANKTOWN, CO - SINCE 11/2007 - INVESTMENT RELATED. DURING TRADE HRS. 3.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - SINCE 10/2023 - INVESTMENT RELATED. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-01 |
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