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4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2021-01-13 |
Branch Locations
4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-26 |
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