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Alicia C Cruz Jones

Summit Global Investments, LLC

Bountiful, UT

St George, UT

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Current Employers
Summit Global Investments, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-05-14
  • UT RA
    APPROVED
    Since 2025-05-14

Branch Locations

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

St George, UT • 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
Supreme Lending, Llc Dallas TX 05/2016 07/2019
Cardinal Financial Lp Charlotte NC 07/2019 10/2023
G2G Enterprises Woods Cross UT 10/2023 Present
Summit Global Investments Bountiful UT 12/2023 04/2025
Summit Global Investments Bountiful UT 04/2025 Present
  • 05/2016 → 07/2019
    Supreme Lending, Llc
    Dallas, TX
  • 07/2019 → 10/2023
    Cardinal Financial Lp
    Charlotte, NC
  • 10/2023 → Present
    G2G Enterprises
    Woods Cross, UT
  • 12/2023 → 04/2025
    Summit Global Investments
    Bountiful, UT
  • 04/2025 → Present
    Summit Global Investments
    Bountiful, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-15
  • S65 Uniform Investment Adviser Law Examination
    2025-04-15
Other Names
  • Alicia Cruz
  • Alicia Jones
  • Alicia Cole Cruz-Jones

View on SEC IAPD

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Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
STRATEGIC PLANNING GROUP · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

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