BP
Boyd J. Pederson
SUMMIT GLOBAL INVESTMENTS
Gunnison, CO 81230
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CRD#: 4487117
BP
Professional summary
Boyd Jerod Pederson is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Gunnison, Colorado and EQUITY SERVICES, INC. located in Gunnison, Colorado.
Boyd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Boyd has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
*ROCKY MOUNTAIN CHRISTIAN MINISTRIES, 1040 W HWY 135 GUNNISON, CO 81230. NOT INV REL. JANUARY 2011-PRESENT. BOARD MEMBER. NON PROFIT ENTITY - CHURCH. NOT DURING TRADE HRS. NO DAILY FUNCTIONS, BUT DUTIES INCLUDE GENERAL BOARD LEADERSHIP AND DIRECTION. *PEDERSON ENTERPRISES, INC. 100 E GOTHIC, GUNNISON CO. NOT INV REL. JAN 2001 - PRESENT. OWNER. THIS IS A FLOW THROUGH ENTITY PREVIOUSLY ONLY FOR WFG/WGS RELATED INCOME. NOT DURING TRADE HOURS. *COLORADO F&P LLC. 100 E GOTHIC, GUNNISON CO. INV REL. JANUARY 2001- PRESENT. RESIDENTIAL RENTAL PROPERTY. MANAGING MEMBER. PROPERTY OWNERSHIP AND MANAGEMENT. DURING SOME TRADE HOURS. THIS IS A RENTAL PROPERTY PARTNERSHIP THAT OWNS TWO RENTAL PROPERTIES IN GUNNISON, CO WHICH ARE SELF-MANAGED. *GUNNISON VILLAGE PROPERTIES LLC. 100 E GOTHIC, GUNNISON CO. INV REL. NOVEMBER 2020 - CURRENT. RESIDENTIAL RENTAL PROPERTY. MANAGING MEMBER. DURING SOME TRADE HOURS. FINANCIAL AND ADMINISTRATIVE OVERSIGHT. *ALIGNMENT BUSINESS CONSULTING. 100 E GOTHIC, GUNNISON CO. NOT INV REL. MARCH 2018. COLORADO REGISTERED CPA FIRM FOR LIMITED BUSINESS CONSULTING AND ACCOUNTING SERVICES. SHAREHOLDER/OWNER. ADMINISTRATIVE AND EXECUTIVE SUPPORT. DURING TRADE HRS. *VELOCITY PROPERTY, LLC. 100 E GOTHIC, GUNNISON CO. INV REL. MARCH 2005 - CURRENT. RESIDENTIAL AND COMMERCIAL RENTAL PROPERTY. MANAGING MEMBER. PROPERTY OWNERSHIP AND MANAGEMENT. DURING SOME TRADE HOURS. MANAGING MEMBER ENTITY IS TO CONSOLIDATE A MEMBER OF MASSIVE REAL ESTATE / PARTNERSHIP, INTEREST - WHICH ARE CURRENTLY LISTED AS OBAS. ALL ACTIVITY US PASSIVE IN NATURE.
CRS (Client Relationship Summary) - RIA
Click below to view Boyd Jerod Pederson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 28, 2023 - Present
SUMMIT GLOBAL INVESTMENTS, LLC
Office #1: 100 East Gothic Avenue, Gunnison, CO 81230RIA
CRD#: 157091
Gunnison, CO
Current
August 21, 2025 - Present
EQUITY SERVICES, INC.
Office #1: 100 E Gothic Suite 2, Gunnison, CO 81230RIA
BD
CRD#: 265
GUNNISON, CO
Past
January 6, 2012 - August 28, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
GUNNISON, CO
Past
January 6, 2012 - August 28, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
GUNNISON, CO
Past
July 21, 2006 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
GUNNISON, CO
Past
April 11, 2006 - August 22, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
PHILADELPHIA, PA
Past
April 12, 2002 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
GUNNISON, CO
Past
February 18, 2002 - April 12, 2002
WMA SECURITIES, INC.
BD
CRD#: 32625
DULUTH, GA
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(2/13/2025)
IAR
Colorado(8/28/2023)
RR
Colorado(8/21/2025)
IAR
Texas(3/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 6,923 |
| AUM (Assets Under Management) | $ 1,921,141,101 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SUMMIT GLOBAL INVESTMENTS, LLC
CRD#: 157091Gunnison, CO 81230TRUST BUT VERIFY
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