Best Investors Account Sign in
Inactive

Melissa Elise Summitt

Golconda Capital Management, LLC

Addison, TX

CRD 4845064

Claim This Profile
Employer firm

Golconda Capital Management, LLC CRD 132603

$2.50M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (pooled vehicles)

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

Current Employers
Golconda Capital Management, Llc

Addison, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2005-01-13
  • TX RA
    APPROVED
    Since 2005-01-13

Branch Locations

Addison, 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
Golconda Capital Management, Llc Addison TX 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-04
  • S65 Uniform Investment Adviser Law Examination
    2004-08-04
Other Names
  • William D. Summitt
  • William D. Summitt

View on SEC IAPD

More in Addison, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor