Victoria E Martin

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:

Current Employers

Summit Global Investments, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2023-10-11

UT RA
APPROVED

Since 2023-10-11

Branch Locations

Bountiful, UT • United States

620 South Main Street, Bountiful, UT 84010 • 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

Organization	City	State	From	To
Transamerica Financial Advisors, Inc	Clearfield	UT	06/2022	09/2023
World Financial Group, Inc.	Clearfield	UT	06/2018	09/2023
America First Credit Union	Roy	UT	03/2018	10/2018
Homemaker	Bountiful	UT	09/2016	03/2018
America First Credit Union	Bountiful	UT	07/2010	09/2016
Self Employed	Bountiful	UT	06/2015	Present
Managed Wealth Financial	South Jordan	UT	07/2018	09/2023
Wealthwave	Johns Creek	GA	07/2018	09/2023
Lioness Sewing And Alterations	Bountiful	UT	11/2017	Present
Summit Global Investments	Bountiful	UT	09/2023	Present

06/2022 → 09/2023

Transamerica Financial Advisors, Inc

Clearfield, UT
06/2018 → 09/2023

World Financial Group, Inc.

Clearfield, UT
03/2018 → 10/2018

America First Credit Union

Roy, UT
09/2016 → 03/2018

Homemaker

Bountiful, UT
07/2010 → 09/2016

America First Credit Union

Bountiful, UT
06/2015 → Present

Self Employed

Bountiful, UT
07/2018 → 09/2023

Managed Wealth Financial

South Jordan, UT
07/2018 → 09/2023

Wealthwave

Johns Creek, GA
11/2017 → Present

Lioness Sewing And Alterations

Bountiful, UT
09/2023 → Present

Summit Global Investments

Bountiful, UT

Previous Registrations

2022-06-13 → 2023-09-18

Transamerica Financial Advisors, Llc

So. Jordan, UT

Clearfield, UT

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc SELF EMPLOYED/Investment Related - No/617 N 400 E BOUNTIFUL UT 84010 801-310-7347/CUSTOM HAND BOUND BOOKS, USUALLY FOR JOURNALING PURPOSES/OWNER/06.2015/1/0/MAKE AND DELIVER THE BOOKS LIONESS SEWING AND ALTERATIONS POSITION: self-employed NATURE: sewing and alterations INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2017. ADDRESS: 617 N 400 E, Bountiful UT 84010, United States DESCRIPTION: Drafting and construction of custom apparel, typically for costume purposes. Minor sewing alterations including hemming and fit adjustments. Minor sewing repairs of business clothing.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-06-10
S65	Uniform Investment Adviser Law Examination	2022-06-03

S63 Uniform Securities Agent State Law Examination

2022-06-10
S65 Uniform Investment Adviser Law Examination

2022-06-03

Other Names

Eli Martin
Victoria Smith

View on SEC IAPD