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Dimitre Ivanov

Summit Trail Advisors, LLC

New York, NY

Chicago, IL

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Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-04-09
  • IL RA
    APPROVED
    Since 2024-04-09

Branch Locations

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

167 N Green St 6Th Floor, Chicago, IL 60607 • 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
Ubs Financial Services Inc Crd# 8174 Weehawken NJ 01/2010 10/2019
Banc West Investment Services Chicago IL 10/2019 07/2023
Bank Of The West Chicago IL 10/2019 07/2023
Lpl Financial Llc Centennial CO 07/2023 11/2023
Summit Trail Advisors, Llc Chicago IL 02/2024 Present
  • 01/2010 → 10/2019
    Ubs Financial Services Inc Crd# 8174
    Weehawken, NJ
  • 10/2019 → 07/2023
    Banc West Investment Services
    Chicago, IL
  • 10/2019 → 07/2023
    Bank Of The West
    Chicago, IL
  • 07/2023 → 11/2023
    Lpl Financial Llc
    Centennial, CO
  • 02/2024 → Present
    Summit Trail Advisors, Llc
    Chicago, IL
Previous Registrations
  • 2023-07-19 → 2023-11-03
    Lpl Financial Llc
    Newport Beach, CA
    Chicago, IL
    San Francisco, CA
    Lake Oswego, OR
    Newport Beach, CA
    Centennial, CO
  • 2019-10-30 → 2023-07-19
    Bancwest Investment Services, Inc.
    San Francisco, CA
    Newport Beach, CA
    New York, NY
    Newport Beach, CA
    Chicago, IL
    Newport Beach, CA
    San Francisco, CA
    Centennial, CO
    Omaha, NE
    Lake Oswego, OR
  • 2013-08-06 → 2019-10-24
    Ubs Financial Services Inc.
    Weehawken, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-03
S63 Uniform Securities Agent State Law Examination 2001-11-09
  • S66 Uniform Combined State Law Examination
    2013-08-03
  • S63 Uniform Securities Agent State Law Examination
    2001-11-09
Other Names
  • Dimitre Kostadinov Ivanov

View on SEC IAPD

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