This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SUMMIT GLOBAL INVESTMENTS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 12, 2003

First registration

Jan 22, 2008

Dual registered

yes, broker-dealer

IAPD individual key

4221961

• Occurred

  Nov 12, 2024
  Advisor changed firm

  Layne Curtis Jensen left Diversify Advisory Services, Llc for Summit Global Investments, Llc (registered 2024-11-20)

  Form ADVobserved 5 days ago
• Occurred

  Dec 31, 2023
  Advisor changed firm

  Layne Curtis Jensen left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2023-12-18)

  Form ADVobserved 5 days ago
• Occurred

  Jun 3, 2022
  Advisor changed firm

  Layne Curtis Jensen left Transamerica Financial Advisors, Llc for Dfpg Investments, Llc (registered 2022-06-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:176f95b3-119d-0188-6ea2-7f4f17249161

First observed

Jan 22, 2008

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.