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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 2025-07-08
TX RA APPROVED 2025-02-13
GA RA APPROVED 2024-07-26
  • UT RA
    APPROVED
    Since 2025-07-08
  • TX RA
    APPROVED
    Since 2025-02-13
  • GA RA
    APPROVED
    Since 2024-07-26

Branch Locations

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

Ringgold, GA • 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
Bluecross Blueshield Of Tennessee Chattanooga TN 11/2008 Present
Summit Global Investments Bountiful UT 02/2024 Present
  • 11/2008 → Present
    Bluecross Blueshield Of Tennessee
    Chattanooga, TN
  • 02/2024 → Present
    Summit Global Investments
    Bountiful, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-29
  • S65 Uniform Investment Adviser Law Examination
    2024-06-29
Other Names
  • Terry Hatch
  • Terry S Hatch
  • Sam Hatch
  • Terry Sam Hatch

View on SEC IAPD

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