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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-13
AZ RA APPROVED 2023-08-30
  • TX RA
    APPROVED
    Since 2025-02-13
  • AZ RA
    APPROVED
    Since 2023-08-30

Branch Locations

1910 South Stapley Road Suite 221, Mesa, AZ 85204 • 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
OrganizationCityStateFromTo
Twigs Bistro And Martini Bar Tucson AZ 04/2017 08/2017
Transamerica Financial Advisors, Inc Mesa CA 09/2017 07/2023
World Financial Group Insurance Agency, Llc. Mesa CA 08/2015 08/2023
Texas Roadhouse Tucson AZ 02/2017 08/2017
Kendalls Brasserie - Patina Restaurant Group Los Angeles CA 08/2015 01/2017
Fleming Prime Steakhouse And Wine Bar Scottsdale AZ 08/2017 02/2019
Square One Concepts-Cold Beers And Cheeseburgers Scottsdale AZ 10/2019 12/2019
Student Optimum Services Glendale CA 01/2020 08/2023
Debtmerica San Ana CA 10/2019 03/2022
Summit Global Investments, Inc. Mesa AZ 07/2023 Present
Verity Investments, Inc. Durham NC 09/2023 Present
  • 04/2017 → 08/2017
    Twigs Bistro And Martini Bar
    Tucson, AZ
  • 09/2017 → 07/2023
    Transamerica Financial Advisors, Inc
    Mesa, CA
  • 08/2015 → 08/2023
    World Financial Group Insurance Agency, Llc.
    Mesa, CA
  • 02/2017 → 08/2017
    Texas Roadhouse
    Tucson, AZ
  • 08/2015 → 01/2017
    Kendalls Brasserie - Patina Restaurant Group
    Los Angeles, CA
  • 08/2017 → 02/2019
    Fleming Prime Steakhouse And Wine Bar
    Scottsdale, AZ
  • 10/2019 → 12/2019
    Square One Concepts-Cold Beers And Cheeseburgers
    Scottsdale, AZ
  • 01/2020 → 08/2023
    Student Optimum Services
    Glendale, CA
  • 10/2019 → 03/2022
    Debtmerica
    San Ana, CA
  • 07/2023 → Present
    Summit Global Investments, Inc.
    Mesa, AZ
  • 09/2023 → Present
    Verity Investments, Inc.
    Durham, NC
Previous Registrations
Other Businesses

1) Summit Global Investments, LLC. DBA Summit Global Private Wealth; Investment-related; Bountiful, UT; Registered Investment Adviser; Employee; Investment Advisor Representative; 07/2023; 120 hours per month; 100 during market hours; Investment advice to clients. 2) ASH Brokerage, LLC; Not investment-related; Mesa, AZ; Insurance agency; Contractor, Agent; 08/2023; 20 hours per month; 20 during market hours; Sell life insurance and fixed products. 3) Disrupt Health Insurance, LLC.; Not investment-related; Mesa, AZ; Insurance agency; Contractor; Referral partner; 04/2021; 0 hours per month; 0 during market hours; Refer clients for health insurance. 4) J Wright, LLC.; Not investment-related; Marana, AZ; Pass-through entity; Sole proprietor; Owner; 01/2021; 0 hours per month; 0 during market hours; Administrative duties.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-03-28
S65 Uniform Investment Adviser Law Examination 2017-04-18
  • S63 Uniform Securities Agent State Law Examination
    2018-03-28
  • S65 Uniform Investment Adviser Law Examination
    2017-04-18
Other Names
  • Jess Wright
  • Jessica Wright

View on SEC IAPD

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