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DE

Douglas V. Eatough

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CRD#: 2075912
DE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Vincent Eatough, who also goes by Doug Eatough, Dougals V Eatough, Douglas VIncent Eatough, Douglas Eatough, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1990. Douglas had worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 7, Series 8 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Doug Eatough | Dougals V Eatough | Douglas Vincent Eatough | Douglas Eatough

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OAA#: 64642 | Org Name:Douglas Eatough | Org Addr:Indianapolis, IN, US | Nature of Bus:I have purchased two houses one in Indianapolis IN and another in Winter Haven FL I passively rent t | Invst Rel:Y | Title:No titile in mine and my wife's names | Duties:Almost nothing. Very passively done. We use a property management company to do it all | Start Dt:11/30/2018 | Total Hrs p/m:.2 | Sec Trdng Hrs p/m:0 OAA#: 70271 | Org Name:No Name yet seeking permission | Org Addr:Sandy, UT, US | Nature of Bus:solely for investing in the financial markets it will be non-operating. | Invst Rel:Y | Title:President sole owner | Duties:Make investments decisions and manage the account | Start Dt:03/17/2021 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:1

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 31, 2022 - August 29, 2024

SUMMIT GLOBAL INVESTMENTS, LLC

RIA
CRD#: 157091
BOUNTIFUL, UT
Past

March 17, 2020 - January 10, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT
Past

March 5, 2019 - September 20, 2019

EDWARD JONES

BD
CRD#: 250
BOUNTIFUL, UT
Past

February 12, 2019 - September 20, 2019

EDWARD JONES

RIA
CRD#: 250
BOUNTIFUL, UT
Past

October 6, 2017 - December 21, 2017

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309
Sandy, UT
Past

January 1, 2009 - December 31, 2009

215 INVESTMENT ADVISORS

RIA
CRD#: 147791
WEST JORDAY, UT
Past

May 13, 1991 - October 29, 2002

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

August 27, 1990 - February 5, 1991

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 1/24/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/5/2019
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/16/1996
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS

CRD#: 157091 / SEC#: 801-76631

RIA
Registered Investment Advisory firm - (5/10/2012 Approved)
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Contact information


Main Address
620 South Main Street, Bountiful, UT 84010
Mailing Address
620 South Main Street, Bountiful, UT 84010
Phone number
(888) 251-4847
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (43 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SGI BROCHURE (9/15/2025)

Regulatory assets under management


Total Number of Accounts6,923
AUM (Assets Under Management)$ 1,921,141,101

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT GLOBAL INVESTMENTS, LLC

CRD#: 157091

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