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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-19
  • CO RA
    APPROVED
    Since 2024-03-19

Branch Locations

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
Transamerica Financial Advisors, Inc Greenwood Village CO 04/2023 11/2023
World Financial Group, Inc. Greenwood Village CO 03/2021 11/2023
City Of Lakewood Recreation Department Lakewood CO 07/2016 Present
Vasa Fitness Englewood CO 03/2020 11/2024
Professional Interpreting Services Denver CO 01/2019 Present
Izabela Designs Lakewood CO 05/2005 Present
Netlaw Louisville KY 03/2022 Present
Summit Global Investments Lakewood CO 11/2023 Present
Equity Services, Inc. Montpelier VT 09/2025 Present
  • 04/2023 → 11/2023
    Transamerica Financial Advisors, Inc
    Greenwood Village, CO
  • 03/2021 → 11/2023
    World Financial Group, Inc.
    Greenwood Village, CO
  • 07/2016 → Present
    City Of Lakewood Recreation Department
    Lakewood, CO
  • 03/2020 → 11/2024
    Vasa Fitness
    Englewood, CO
  • 01/2019 → Present
    Professional Interpreting Services
    Denver, CO
  • 05/2005 → Present
    Izabela Designs
    Lakewood, CO
  • 03/2022 → Present
    Netlaw
    Louisville, KY
  • 11/2023 → Present
    Summit Global Investments
    Lakewood, CO
  • 09/2025 → Present
    Equity Services, Inc.
    Montpelier, VT
Other Businesses

*IZABELA DESIGNS. 14065 W AMHERST AVE, LAKEWOOD, CO 80228, NOT INV REL. EDUCATION AND RESEARCH, CLIENT RELATIONSHIP, COMPLETING PROJECTS, ACCOUNTING/GRAPHIC DESIGNER/ 05.2005. TALKING TO CLIENTS, RESEARCH, PROVIDING DESIGN IDEAS, REVISIONS, FINAL PROJECT, COLLECTING PAYMENT. DURING SOME TRADE HRS. *CITY OF LAKEWOOD RECREATION DEPARTMENT. 480 S. ALLISON PARKWAY, LAKEWOOD, CO 80226. NOT INV REL. PROVIDING RECREATION AND EXERCISE TO THE PUBLIC/GROUP FITNESS INSTRUCTOR/07.2016/20/20/TEACH GROUP FITNESS CLASSES. NOT DURING TRADE HRS. *PROFESSIONAL INTERPRETING SERVICES. P.O. BOX 211241 DENVER, CO 80221. NOT INV REL. INTERPRETING SERVICES/INTERPRETER/01.2019/1/1/POLISH/ENGLISH TRANSLATIONS. DURING SOME TRADE HRS. *NETLAW.12910 SHELBYVILLE RD, LOUISVILLE, KY 40243, NOT INV REL. SOFTWARE, LEGAL SERVICES/AGENT/03.2022/5/5/INVITING CUSTOMERS TO REGISTER WITH NETLAW. DURING TRADE HRS. *SUMMIT GLOBAL INVESTMENTS. 14065 W AMHERST AVE, LAKEWOOD CO. INV REL. NOV 2023. ADVISING CLIENTS ON INVESTMENTS. IAR. DURING TRADE HRS. *IZABELA BETLLINSKA. 14065 AMHERST AVE, LAKEWOOD CO. INV REL. DEC 2023. INSURANCE PRODUCTS AND FIXED ANNUITIES. AGENT/PRODUCER. DESIGNING INS AND FIXED ANN FOR CLIENTS. DURING TRADE HRS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-19
  • S65 Uniform Investment Adviser Law Examination
    2024-03-19
Other Names
  • Izabela Wojciechowska

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