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Joseph Christopher Smith

Summit Global Investments, LLC

Bountiful, UT

South Weber, UT

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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 2026-04-07
  • UT RA
    APPROVED
    Since 2026-04-07

Branch Locations

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

South Weber, UT • 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
Instructure Salt Lake City UT 11/2015 01/2022
Spiff Sandy UT 01/2022 12/2022
Learnupon Salt Lake City UT 12/2022 07/2024
Na South Weber UT 07/2024 08/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2024 Present
Northwestern Mutual Investment Services Llc Farmington UT 11/2025 Present
  • 11/2015 → 01/2022
    Instructure
    Salt Lake City, UT
  • 01/2022 → 12/2022
    Spiff
    Sandy, UT
  • 12/2022 → 07/2024
    Learnupon
    Salt Lake City, UT
  • 07/2024 → 08/2024
    Na
    South Weber, UT
  • 09/2024 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 11/2025 → Present
    Northwestern Mutual Investment Services Llc
    Farmington, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-06
  • S66 Uniform Combined State Law Examination
    2026-04-06
Other Names
  • Chris Smith

View on SEC IAPD

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Other Investors

SYLVAIN DAVID TEMPLEMAN
JANET LEE
RONALD SCOTT MEANS
PAUL FRANKLIN PAXTON
JEREMY BRIAN EVANS
CHRISTOPHER LAYTON CLARIDGE
TREVOR BLAINE THOMPSON
NATHAN ELDON TANNER DRIGGS

Other Offices

SG TRADING SOLUTIONS, LLC · BOUNTIFUL, UT
CETERA INVESTMENT ADVISERS LLC · BOUNTIFUL, UT
STRATEGIC PLANNING GROUP · BOUNTIFUL, UT
WEALTH MODE · BOUNTIFUL, UT
WELLS FARGO CLEARING SERVICES, LLC · BOUNTIFUL, UT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woods Cross, UT
LPL FINANCIAL LLC · BOUNTIFUL, UT
ABLE & STRONG ADVISORS, INC. · BOUNTIFUL, UT

More in Bountiful, UT

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