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Alexander A Tran

Summitry, LLC

Pasadena, CA

Foster City, CA

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Current Employers
Summitry, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-05
  • CA RA
    APPROVED
    Since 2026-03-05

Branch Locations

125 N Raymond Ave Suite 309, Pasadena, CA 91103 • United States

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
OrganizationCityStateFromTo
Rnc Genter Capital Management Los Angeles CA 01/2015 11/2021
Imst Distributors, Llc Los Angeles CA 10/2016 11/2021
Vantage Wealth Pasadena CA 11/2021 02/2026
Summitry, Llc Pasadena CA 03/2026 Present
  • 01/2015 → 11/2021
    Rnc Genter Capital Management
    Los Angeles, CA
  • 10/2016 → 11/2021
    Imst Distributors, Llc
    Los Angeles, CA
  • 11/2021 → 02/2026
    Vantage Wealth
    Pasadena, CA
  • 03/2026 → Present
    Summitry, Llc
    Pasadena, CA
Previous Registrations
Other Businesses

1. Pawfect Pets; Not Investment Related; 765 Quail Valley Lane, West Covina, CA; Silent Partner, Start 2016, Approx. 2 hours per month; E-commerce

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-24
S63 Uniform Securities Agent State Law Examination 2012-12-06
  • S66 Uniform Combined State Law Examination
    2014-11-24
  • S63 Uniform Securities Agent State Law Examination
    2012-12-06
Other Names
  • Alexander An Tran

View on SEC IAPD

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