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Robert Gordon Seid

Blue Summit Wealth Management

San Diego, CA

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Current Employers
Blue Summit Wealth Management

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-27
TX RA APPROVED_RES 2021-01-13
  • CA RA
    APPROVED
    Since 2024-11-27
  • TX RA
    APPROVED_RES
    Since 2021-01-13

Branch Locations

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • 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
Blue Summit Wealth Management La Mesa CA 02/2015 Present
Beojiko Corporation Seattle WA 06/2010 Present
Cetera Advisors Llc Denver CO 05/2017 06/2018
Blue Summit Wealth Management La Mesa CA 06/2018 Present
Previous Registrations
  • 2018-02-22 → 2018-06-03
    Cetera Advisors Llc
    La Mesa, CA
    Greenwood Village, IL
    La Mesa, CA
Other Businesses

1. NAME OF OTHER BUSINESS: COZY SURFY CABIN INVESTMENT RELATED: NO ADDRESS: 3036 LANDIS STREET, SAN DIEGO, CA 92104 NATURE OF BUSINESS: RENTAL PROPERTY VIA AIRBNB START DATE: 11/2015 POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY. 2. NAME OF OTHER BUSINESS: ROBERT G. SEID INVESTMENT RELATED: NO ADDRESS: 3036 LANDIS STREET, SAN DIEGO, CA 92104 NATURE OF BUSINESS: COMMERCIAL FISHERMAN START DATE: 06/2011 POSITION/TITLE/RELATIONSHIP: DECKHAND APX NUMBER OF HOURS ANNUALLY: 80 APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: COMMERCIAL FISHERMAN/ DECKHAND. 3. NAME OF OTHER BUSINESS: DBA BLUE SUMMIT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL PLANNING START DATE: 02/18/2015 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT / CLIENT SERVICES APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT / CLIENT SERVICES. 4. Captain; Abso corp; Investment related: No; Location:3036 Landis Street, San Diego, CA USA, 92104; Description of the business: Commercial fishing; Started: 2019-06-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-26
  • S66 Uniform Combined State Law Examination
    2017-05-26

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