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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-12
  • MA RA
    APPROVED
    Since 2026-08-12

Branch Locations

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

Holliston, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Bridgewater MA 10/2014 02/2020
Cco Investment Services Bridgewater MA 10/2014 02/2020
Uber And Lyft San Francisco CA 03/2018 Present
Domino'S Pizza Franklin MA 04/2018 Present
Statera Financial, Llc Walpole MA 01/2022 04/2022
Wfgia Norwood MA 03/2024 07/2026
Transamerica Financial Advisors Norwood MA 04/2024 07/2026
Summit Global Investments, Llc Holliston MA 07/2026 Present
  • 10/2014 → 02/2020
    Citizens Bank
    Bridgewater, MA
  • 10/2014 → 02/2020
    Cco Investment Services
    Bridgewater, MA
  • 03/2018 → Present
    Uber And Lyft
    San Francisco, CA
  • 04/2018 → Present
    Domino'S Pizza
    Franklin, MA
  • 01/2022 → 04/2022
    Walpole, MA
  • 03/2024 → 07/2026
    Wfgia
    Norwood, MA
  • 04/2024 → 07/2026
    Transamerica Financial Advisors
    Norwood, MA
  • 07/2026 → Present
    Holliston, MA
Previous Registrations
Other Businesses

Ronald Groves - Agent - Insurance sales - Non-Investment Related Uber Technologies Inc/Investment Related - No/1725 3rd Street, San Francisco, CA 94158/Ride Share and Deliveries/Driver/04/2018/100/70/Taxi service, ensure safety of clients riding in my vehicle LYFT/Investment Related - No/ 185 Berry St. San Fransico CA 94107 /844-928-3099/Ride Share/Transport passengers/Driver/04/2018/100/70/Transport Passengers, ensure safety of my clients during the ride Dominos/Investment Related - No /2 Mill St Franklin, MA 02038 (508) 520-1000/DELIVER FOOD TO CUSTOMERS VIA PERSONAL VEHICLE TRANSPORT, IN STORE DUTIES SUCH AS CUSTOMER ORDERS AND CLEANING DUTIES/DRIVER/04/2018/80/0/DELIVER FOOD TO CUSTOMERS VIA PERSONAL VEHICLE, IN STORE DUTIES SUCH AS CUSTOMER ORDERS AND CLEANING DUTIES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-08
S63 Uniform Securities Agent State Law Examination 2007-12-29
  • S65 Uniform Investment Adviser Law Examination
    2015-05-08
  • S63 Uniform Securities Agent State Law Examination
    2007-12-29
Other Names
  • Ron Groves
  • Ronald Groves

View on SEC IAPD

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