Inactive

Eric Lee Jungling

Foster City, CA

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Current Employers

Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-11-07

CA RA
APPROVED

Since 2024-11-07

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • 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

Organization	City	State	From	To
Charles Schwab & Co	San Francisco	CA	11/2000	Present
The Golub Group, Llc	San Mateo	CA	08/2007	Present

11/2000 → Present

Charles Schwab & Co

San Francisco, CA
08/2007 → Present

The Golub Group, Llc

San Mateo, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-04-19
S63	Uniform Securities Agent State Law Examination	2002-10-09

S65 Uniform Investment Adviser Law Examination

2013-04-19
S63 Uniform Securities Agent State Law Examination

2002-10-09

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

SEMPERVIRENS VENTURES LLC

WORLD INVESTMENT ADVISORS, LLC

Other Investors

Ronald Timothy Clement

Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA

J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA

WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA

CELESTA · SAN MATEO, CA

SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

More in Foster City, CA

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