Nathan Eldon Tanner Driggs

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 09/2023
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 11/2014 → 10/2016
  Backcountry.cOm
  West Valley City, UT
• 09/2023 → Present
  Summit Global Investments
  Bountiful, UT
• 11/2023 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 11/2023 → Present
  Nathan Driggs
  Salt Lake City, UT

Other Businesses

1.) SUMMIT GLOBAL INVESTMENTS LLC - SUPPORT TEAM LEAD - REGISTERED INVESTMENT ADVISOR - BOUNTIFUL, UT - SINCE 09/2023 - INVESTMENT RELATED 2.) SUMMIT GLOBAL INVESTMENTS - SUPPORT TEAM LEAD - DBA NAME FOR MARKETING PURPOSES ONLY - SALT LAKE CITY, UT - SINCE 11/2023 - INVESTMENT RELATED 3.) NATHAN DRIGGS - INSURANCE PRODUCER - NON-VARIABLE INSURANCE - SALT LAKE CITY, UT - SINCE 11/2023 - INVESTMENT RELATED 4.) SG OLYMPUS LLC - OWNER - PROCESSING COMMISSION PAYMENTS FROM UP TO PAY SGI - SALT LAKE CITY, UT - SINCE 11/2023 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2022-07-14
• S63 Uniform Securities Agent State Law Examination
  2016-12-19