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David Lawrence
Dave Lawrence
CRD#: 7767789
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Investment Adviser
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Previous Broker
SUMMIT GLOBAL INVESTMENTS, LLCCRD#: 157091 Thornton, CO
Registration History
JulOct2023AprJulOct2024AprJulOct2025AprJulOctIASUMMIT GLOBAL INVESTMENTS, LLC (CRD# 157091)2023 - Present (1 year)BTRANSAMERICA FINANCIAL ADVISOR... (CRD# 16164)2023 - 2023 (<1 year)
License(s)

State Registrations

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Colorado 11/9/2023

Current Registration(s)
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SUMMIT GLOBAL INVESTMENTS, LLC (CRD#:157091)
Thornton, CO
Registered with this firm since 11/9/2023

Previous Registration(s)
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06/20/2023 - 10/03/2023 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) GREENWOOD VILLAGE, CO
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Broker
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Investment Adviser
Disclosures
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