AdFi
NE

Nathan Eldon Tanner Driggs

Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC

Bountiful, UTCRD #6724236Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/14/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 12/19/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/12/2016
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 4/13/2021
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 2/24/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Less than $500,0002.00%
$500,000 to $999,9991.70%
$1,000,000 and above1.50%
Source

Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUMMIT GLOBAL INVESTMENTS, LLCCurrent
9/11/2023Bountiful, UT
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
11/17/202312/11/2025Encinitas, CA
FIDELITY BROKERAGE SERVICES LLC
12/12/20169/11/2023Smithfield, RI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Eldon Tanner Driggs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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