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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-03 |
Branch Locations
620 South Main Street, Bountiful, UT 84010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of San Jose | San Jose | CA | 11/2009 | Present |
| Preferred Financial Group | San Ramon | CA | 09/2019 | 03/2022 |
| Gold Star Mortgage Financial Group | Victorville | CA | 06/2021 | 03/2022 |
| San Jose Police And Fire Pension Plan | San Jose | CA | 11/2015 | Present |
| Summit Global Investments | Bountiful | UT | 02/2024 | Present |
San Jose Police and Fire Pension Plan // Trustee // Not Investment Related // November 2015 // Oversee the pension plan. Hiring/firing CEO, CFO, overseeing operations, hire attorney's consultants, investment program. City of San Jose Fire Department // Fire Engineer // Not Investment Related // November 2009 // Firefighter who operates the fire truck and oversees the water pumping process // 40 hrs/week City of San Jose Deferred Compensation Committee // Board member // Not Investment Related // July 2025 // Discuss and vote on various topics including: policies, investments (with outside investment consultant), expenses, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-03 |
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