Corlan Robinson

Current Employers

Summit Global Investments, Llc

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

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-01-17

UT RA
APPROVED

Since 2024-01-17

Branch Locations

Pine Valley, UT • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Utah Asphalt Services	Sandy	UT	07/2016	10/2019
World Financial Group	American Fork	UT	04/2018	04/2021
Progrexion	Provo	UT	01/2020	08/2021
Proofpoint	Draper	UT	08/2021	10/2022
Proofpoint	Pine Valley	UT	09/2022	01/2024
Employee Benefits Pro	Pine Valley	UT	01/2024	Present
Summit Global Investments	Bountiful	UT	01/2024	Present

07/2016 → 10/2019

Utah Asphalt Services

Sandy, UT
04/2018 → 04/2021

World Financial Group

American Fork, UT
01/2020 → 08/2021

Progrexion

Provo, UT
08/2021 → 10/2022

Proofpoint

Draper, UT
09/2022 → 01/2024

Proofpoint

Pine Valley, UT
01/2024 → Present

Employee Benefits Pro

Pine Valley, UT
01/2024 → Present

Summit Global Investments

Bountiful, UT

Other Businesses

Senior Benefits Consultant / Employee Benefits Pro / 532 S Oakridge Road Pine Valley UT 84781 / Jan 2024 - Present / Employee Benefits Pro provides company group benefits (health, life, ancillary insurance, etc.) / Investment related - yes.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-01-08

S65 Uniform Investment Adviser Law Examination

2024-01-08