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2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-10-14 |
| CA | RA | APPROVED | 2015-08-17 |
Branch Locations
535 Mission Street, San Francisco, CA 94105 • United States
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Trail Advisors, Llc | New York | NY | 08/2015 | Present |
| Summit Trail Securities, Llc | San Francisco | CA | 03/2017 | Present |
1. Summit Trail Advisors, LLC, Investment Related, Address: 555 Mission Street,32nd Floor San Francisco, CA 94105, RIA, Position: Partner, Start Date 08/17/2015, 160 hours devoted a month, 160 hours devoted during trading hours, Duties: Investment Advisor. 2. Congo Voice, Non- Investment Related, Address: 2805 St. James Rd., Belmont, CA 94002, Charity, Title: Board member, start dated 2012, 3-4 hours devoted a month, Duties: Advising the charity on direction and where to put funds. 3. Futures Without Violence, non-investment related, Address: 100 Montgomery St, San Francisco, CA 91429, Charity, Position: Member of Advisory Committee, Start Date: 2005, 1 hour devoted a month, Duties: Advisory.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-17 |
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