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

Mar 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Designations

Personal Financial Specialist

Exams

S65|S63

First exam

Aug 22, 2002

First registration

Apr 11, 2006

Dual registered

yes, broker-dealer

IAPD individual key

4487117

• Occurred

  Aug 28, 2023
  Advisor changed firm

  Boyd Jerod Pederson left Transamerica Financial Advisors, Llc for Summit Global Investments, Llc (registered 2025-01-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6b711da-9cd3-416c-74aa-976f341dc04d

First observed

Apr 11, 2006

Last observed

Sep 15, 2026 5 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.