Heidi Kay Clark

Current Employers

Employment History

• 05/2018 → 08/2023
  Transamerica Financial Advisors, Inc
  Clearfield, UT
• 06/2001 → 07/2020
  Intermountain Health Care
  Salt Lake Cty, UT
• 10/2014 → 06/2017
  Rain International
  American Fork, UT
• 09/2015 → 11/2019
  Optavia/Take Shape For Life
  Baltimore, MD
• 08/2022 → 03/2023
  Intermountain Heatlh Care
  Slc, UT
• 08/2023 → Present
  Summit Global Investments, Llc.
  Bountiful, UT
• 09/2023 → 11/2023
  Verity Investments, Inc.
  Durham, NC
• 01/2018 → 10/2023
  World Financial Group
  Johns Creek, GA
• 11/2023 → 08/2025
  United Planners
  Scottsdale, AZ
• 08/2023 → Present
  Heidi Clark
  Syracuse, UT
• 01/2024 → 12/2024
  Clearfield Job Corps
  Clearfield, UT
• 08/2025 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2020-07-21 → 2023-08-02
  Transamerica Financial Advisors, Llc
  So. Jordan, UT
  Clearfield, UT

Other Businesses

*SUMMIT GLOBAL INVESTMENTS, LLC - FINANCIAL ADVISOR - RIA - 920 HERITAGE PARK BOULEVARD, SUITE 100A, LAYTON UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS. *HEIDI CLARK - AGENT, FINANCIAL PROFESSIONAL - NON-VARIABLE INSURANCE - 920 HERITAGE PARK BOULEVARD, SUITE 100A, LAYTON UT - SINCE 02/2024 - INVESTMENT RELATED. DURING TRADE HRS. *SUMMIT GLOBAL PRIVATE WEALTH - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - 920 HERITAGE PARK BOULEVARD, SUITE 100A, LAYTON UT - SINCE 08/2023 - INVESTMENT RELATED. DURING TRADE HRS. *HUCKLEBERRY FINANCE LLC - 1594 S 2750 WEST, SYRACUSE, UT. JULY 2025. NOT INV REL. LLC PURLY FOR TAX FILING REASONS. OWNER. NOT DURING TRADE HRS. *SOCIETY OF FINANCIAL AWARENESS (SOFA). 920 HERITAGE PARK BOULEVARD, SUITE 100A, LAYTON UT. JULY 2026. EDUCATOR. VOLUNTEER TO TEACH SEMINARS AS A NON-PROFIT. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-13
• S63 Uniform Securities Agent State Law Examination
  2018-11-30

Other Names

• Heidi Kay Ferrin
• Heidi Ferrin Clark
• Heidi K Clark