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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 2025-02-14
TX RA APPROVED 2025-02-13
AZ RA APPROVED 2023-12-18
  • UT RA
    APPROVED
    Since 2025-02-14
  • TX RA
    APPROVED
    Since 2025-02-13
  • AZ RA
    APPROVED
    Since 2023-12-18

Branch Locations

Mesa, AZ • 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
The Church Of Jesus Christ Of Latter-Day Saints Bellevue UT 08/2015 08/2017
Orthoarizona Gilbert AZ 08/2017 05/2019
Moxie Pest Control Irivne CA 05/2019 Present
Summit Global Investments Bountiful UT 10/2023 Present
  • 08/2015 → 08/2017
    The Church Of Jesus Christ Of Latter-Day Saints
    Bellevue, UT
  • 08/2017 → 05/2019
    Orthoarizona
    Gilbert, AZ
  • 05/2019 → Present
    Moxie Pest Control
    Irivne, CA
  • 10/2023 → Present
    Summit Global Investments
    Bountiful, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-12
  • S65 Uniform Investment Adviser Law Examination
    2023-12-12

View on SEC IAPD

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