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Robert Andres Homar Lopez

Summit Trail Advisors, LLC

New York, NY

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Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-28
  • NY RA
    APPROVED
    Since 2024-02-28

Branch Locations

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • 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
Popular Securities, Llc San Juan PR 07/2016 03/2017
Ubs Financial Services Inc. New York NY 04/2017 10/2019
Bank Of The West New York NY 10/2019 10/2023
Bancwest Investment Services, Inc. New York NY 10/2019 10/2023
Summit Trail Advisors, Llc New York City NY 01/2024 Present
Previous Registrations
  • 2019-10-07 → 2023-08-24
    Bancwest Investment Services, Inc.
    New York, NY
    Omaha, NE
  • 2017-05-05 → 2019-10-24
    Ubs Financial Services Inc.
    New York, NY
    Weehawken, NJ
    Miami, FL
    New York, NY
  • 2015-12-19 → 2017-03-27
    Popular Securities, Llc
    San Juan, PR
Other Businesses

05/2015 - Rental Property - Owner

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-06-12
S65 Uniform Investment Adviser Law Examination 2015-12-19
  • S63 Uniform Securities Agent State Law Examination
    2017-06-12
  • S65 Uniform Investment Adviser Law Examination
    2015-12-19
Other Names
  • Roberto A Homar
  • Roberto A Homar Lopez

View on SEC IAPD

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