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620 South Main Street, Bountiful, UT 84010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lehi | UT | 06/2024 | 04/2026 |
| Zions First National Bank | Salt Lake City | UT | 06/2021 | 06/2024 |
| Hillcrest Bank, A Division Of National Bank Holdings | Bountiful | UT | 04/2019 | 06/2021 |
| First Community Bank, A Division Of Glacier Bank | Bountiful | UT | 01/2013 | 04/2019 |
| Brigham Young University | Salt Lake City | UT | 07/2021 | 07/2023 |
| Southwest Graduate School Of Banking, Southern Methodist Uni | Dallas | TX | 05/2017 | 05/2019 |
| Summit Global Investments, Llc | Bountiful | UT | 04/2026 | Present |
I*: 1980298 Entity Type: Business or Industry Organization Name: World Trade Association of Utah Investment-related: No Address: Salt Lake City, UT 84133 Title, or relationship with the other business: Board Member, Membership Committee Chair Start date of your relationship: 02-Jan-2023 Approximate number of hours/month you devote to the other business: 1 hr wkly Number of hours you devote to the other business during securities trading hours : 1 hr wkly Duties: My role is to find internationally-minded CEO's and Executives to join and provide insight, tours of their facilities and mentoring of college students in trade, logistics and trade finance. I*: 2781293 Entity Type: Governmental Name of OBA: World Trade Center Utah Address: Salt Lake City, UT 84111 Investment Related: No Position, Title, Association: Board member Employee Start Date: 9/1/2025 Number of Hours: 15 hr mthly Number of Hours during trading: 12 hrs mthly Duties: Attend board meetings monthly, lunches with CEO's and other leaders, who work closely Family Offices, Large Investors and Wealthy Individuals in the Utah Community. Assist on global activities such as trade missions, trade shows, and other events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
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