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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 2023-08-15
  • UT RA
    APPROVED
    Since 2023-08-15

Branch Locations

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

1111 East Draper Parkway, Suite 310, Draper, UT 84020 • 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
Transamerica Financial Advisors, Inc Draper UT 09/2014 08/2023
World Financial Group, Inc. Draper UT 07/2012 08/2023
Ice Castles Llc South Jordan UT 08/2012 04/2022
Bangerter Brothers Realty South Jordan UT 01/2007 04/2022
Child Family Enterprises, Llc South Jordan UT 08/2015 Present
Pursue Strategic, Llc South Jordan UT 05/2022 Present
Cfefin Llc South Jordan UT 06/2022 Present
Summit Global Investments Bountiful UT 08/2023 Present
  • 09/2014 → 08/2023
    Transamerica Financial Advisors, Inc
    Draper, UT
  • 07/2012 → 08/2023
    World Financial Group, Inc.
    Draper, UT
  • 08/2012 → 04/2022
    Ice Castles Llc
    South Jordan, UT
  • 01/2007 → 04/2022
    Bangerter Brothers Realty
    South Jordan, UT
  • 08/2015 → Present
    Child Family Enterprises, Llc
    South Jordan, UT
  • 05/2022 → Present
    Pursue Strategic, Llc
    South Jordan, UT
  • 06/2022 → Present
    Cfefin Llc
    South Jordan, UT
  • 08/2023 → Present
    Summit Global Investments
    Bountiful, UT
Previous Registrations
Other Businesses

Pursue Strategic, LLC / 0522-Present / Investment Related: No / 10966 S springland Drive South Jordan, UT 84095 / Member-Advisor / Pursue Strategic, LLC/ Hrs. Work Monthly: 20 / Sec Trading Hrs: 1 / The daily activities are advising businesses and business owners. Examples are exit planning, planning, valuation, tax strategy, and management consulting. Child Family Enterprises, LLC / 0815-Present / Investment Related: No / 10966 Spring land Drive, South Jordan UT 84095 / Member / Holding Company / Hrs. Work Monthly: 5 / Sec Trading Hrs: 0 / Secretary of the Board for one of the entities owned (Wonder Entertainment, LLC) Non-operating owner-member of Wonder Entertainment, LLC Non-operating owner-member of Ice Castles, LLC CFEFIN LLC POSITION: member NATURE: pass through INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/22/2022 ADDRESS: 10966 S Springland Drive, South Jordan UT 84095, United States DESCRIPTION: pass through for accounting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-03
S63 Uniform Securities Agent State Law Examination 2014-05-21
  • S65 Uniform Investment Adviser Law Examination
    2014-09-03
  • S63 Uniform Securities Agent State Law Examination
    2014-05-21

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