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Inactive

Gregory Scott Sommer

Raub Brock Capital Management, LP

Larkspur, CA

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Current Employers
Raub Brock Capital Management, Lp

700 Larkspur Landing Circle Suite 240, Larkspur, CA 94939 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-05
  • CA RA
    APPROVED
    Since 2024-04-05

Branch Locations

700 Larkspur Landing Circle Suite 240, Larkspur, CA 94939 • 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
Wells Fargo Foster City CA 09/2016 04/2020
Gordon Hasketi Research Advisors New York NY 09/2021 12/2023
Raub Brock Capital Management, Lp Larkspur CA 01/2024 Present
Cornell University Ithaca NY 05/2020 06/2021
Unemployed Lafayette CA 07/2021 08/2021
  • 09/2016 → 04/2020
    Wells Fargo
    Foster City, CA
  • 09/2021 → 12/2023
    Gordon Hasketi Research Advisors
    New York, NY
  • 01/2024 → Present
    Raub Brock Capital Management, Lp
    Larkspur, CA
  • 05/2020 → 06/2021
    Cornell University
    Ithaca, NY
  • 07/2021 → 08/2021
    Unemployed
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-24
  • S66 Uniform Combined State Law Examination
    2008-05-24
Designations

View on SEC IAPD

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Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
STRATEGIC ADVISERS LLC · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

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