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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| CO | RA | APPROVED | 2025-01-22 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group | Greenwood Village | CO | 06/2008 | 10/2023 |
| Christopher P. Ervin, Cpa, Pc | Lakewood | CO | 09/2005 | Present |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 01/2012 | 10/2023 |
| Personal Residential Rental | Littleton | CO | 02/2017 | 02/2017 |
| Beth Eden Centenary Baptist Church | Wheat Ridge | CO | 07/2003 | 12/2021 |
| Beth Eden Centenary Baptist Church | Wheat Ridge | CO | 01/2023 | 01/2026 |
| Summit Global Investments | Bountiful | UT | 10/2023 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2024 | 09/2025 |
| 3076 Prentice Llc | Lakewood | CO | 02/2017 | Present |
| Christopher Philip Ervin | Englewood | CO | 11/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 09/2025 | Present |
1.) CHRISTOPHER PHILIP ERVIN - PRODUCER - NON-VARIABLE INSURANCE - ENGLEWOOD, CO - SINCE 11/2023 - INVESTMENT RELATED. DURING TRADE HRS. 2.) 3076 PRENTICE LLC - LLC MEMBER OWNER WITH MY WIFE - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LAKEWOOD, CO - SINCE 02/2017 - INVESTMENT RELATED. DURING TRADE HRS. 3.) CHRISTOPHER P ERVIN, CPA, PC - CPA OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - LAKEWOOD, CO - SINCE 07/2005 - NOT INVESTMENT RELATED. DURING TRADE HRS. 4.) SUMMIT GLOBAL INVESTMENTS, LLC - IAR - REGISTERED INVESTMENT ADVISOR - ENGLEWOOD, CO - SINCE 11/2023 - INVESTMENT RELATED. DURING TRADE HRS. 5.) SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - LITTLETON, CO - SINCE 10/2023 - INVESTMENT RELATED. DURING TRADE HRS. 6.) BETH EDEN CENTENARY BAPTIST CHURCH. 2600 WADSWORTH BLVD, WHEAT RIDGE CO. NOT INV REL. JAN 2023. THREE YEAR TERM ENDING 12/2025. MEMBER OF DEACON BOARD. DEACON. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-15 |
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