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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 2024-08-30
  • UT RA
    APPROVED
    Since 2024-08-30

Branch Locations

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

Salt Lake City, UT • 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
World Financial Group Draper UT 08/2010 07/2019
Horizon Accounting Services, Inc. Salt Lake City UT 07/2000 Present
Transamerica Financial Advisors, Inc Draper UT 01/2012 07/2019
My Investment Advisor, Inc. St. George UT 09/2019 05/2024
Summit Global Investments Bountiful UT 06/2024 Present
  • 08/2010 → 07/2019
    World Financial Group
    Draper, UT
  • 07/2000 → Present
    Horizon Accounting Services, Inc.
    Salt Lake City, UT
  • 01/2012 → 07/2019
    Transamerica Financial Advisors, Inc
    Draper, UT
  • 09/2019 → 05/2024
    My Investment Advisor, Inc.
    St. George, UT
  • 06/2024 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
  • 2019-10-08 → 2024-08-27
    My Investment Advisor, Inc.
    Salt Lake City, UT
  • 2012-01-06 → 2019-07-16
    Draper, UT
  • 2010-09-13 → 2012-01-06
    Investment Advisors International, Inc.
    Draper, UT
Other Businesses

I am the owner of Horizon Accounting Services LLC and my title is a tax accountant. This outside business activity is non-investment related. The address is 6578 S Bouchelle Lane Salt Lake City, UT 84121. Start date 02/01/2000. Approximate hours per month: 20. Number of hours during trading hours: 10.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-03
S63 Uniform Securities Agent State Law Examination 2010-06-08
  • S65 Uniform Investment Adviser Law Examination
    2010-08-03
  • S63 Uniform Securities Agent State Law Examination
    2010-06-08
Other Names
  • Mark Jones

View on SEC IAPD

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