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Adam Jay Holiber

Summit Equity Management, Inc.

Santa Monica, CA

CRD 1899431

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Employer firm

Summit Equity Management, Inc. CRD 132071

$1.95M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Summit Equity Management, Inc.

Santa Monica, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12

Branch Locations

Santa Monica, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Equity Management, Inc. Santa Monica CA 05/2004 Present
Mdb Capital Group, Llc Santa Monica CA 09/2011 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-15
  • S63 Uniform Securities Agent State Law Examination
    1997-12-15

View on SEC IAPD

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