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John Shao

Summitas Investment Management LLC

Mckinney, TX

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Current Employers
Summitas Investment Management Llc

Mckinney, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-08
  • TX RA
    APPROVED
    Since 2024-05-08

Branch Locations

Mckinney, TX • 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
John Shao Portfolio Management, Inc. Arden NC 01/2008 07/2020
Eudaimonia Partners, Llc Mckinney TX 07/2020 07/2024
Summitas Investment Management Llc Mckinney TX 05/2024 Present
  • 01/2008 → 07/2020
    John Shao Portfolio Management, Inc.
    Arden, NC
  • 07/2020 → 07/2024
    Eudaimonia Partners, Llc
    Mckinney, TX
  • 05/2024 → Present
    Summitas Investment Management Llc
    Mckinney, TX
Previous Registrations
  • 2020-07-20 → 2024-07-01
    Eudaimonia Partners, Llc
    Arden, NC
    Winchester, TN
    Mckinney, TX
  • 1998-02-09 → 2020-12-15
    John Shao Portfolio Management, Inc.
    Arden, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-01-27
  • S65 Uniform Investment Adviser Law Examination
    1998-01-27
Designations
Other Names
  • Jianping Shao

View on SEC IAPD

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