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Jeffrey Brant Kauffman

Summit Family Office Services, LLC

Woodinville, WA

Woodinville,, WA

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Current Employers
Summit Family Office Services, Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-12-19
  • WA RA
    APPROVED
    Since 2024-12-19

Branch Locations

Woodinville, WA • United States

Woodinville,, WA • 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
Crescital Capital Llc San Francisco CA 06/2015 12/2016
Summit Family Office Services, Llc Bellevue WA 01/2017 02/2023
Le-Vel Brands, Llc Woodinville WA 01/2015 Present
Snider Retirement Strategies, Inc. Bellevue WA 02/2023 Present
  • 06/2015 → 12/2016
    Crescital Capital Llc
    San Francisco, CA
  • 01/2017 → 02/2023
    Summit Family Office Services, Llc
    Bellevue, WA
  • 01/2015 → Present
    Le-Vel Brands, Llc
    Woodinville, WA
  • 02/2023 → Present
    Snider Retirement Strategies, Inc.
    Bellevue, WA
Previous Registrations
  • 2023-03-07 → 2024-12-23
    Snider Financial Group
    Bellevue, WA
  • 2017-01-06 → 2023-02-16
    Summit Family Office Services, Llc
    Bellevue, WA
    Woodinville, WA
  • 2015-08-13 → 2016-12-27
    Crescita Capital Llc
    Issaquah, WA
  • 2011-02-11 → 2015-04-15
    Conover Capital Management
    Bellevue, WA
  • 2011-02-02 → 2015-02-20
    Conover Securities Corporation
    Bellevue, WA
    Bellevue, WA
  • 2003-10-16 → 2010-06-30
    Rigel Capital Llc
    Seattle, WA
  • 1999-06-03 → 2004-12-31
    Rigel Capital Management Inc
    Seattle , WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-08-30
  • S63 Uniform Securities Agent State Law Examination
    2011-08-30
Other Names
  • Jeff Kauffman

View on SEC IAPD

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