Inactive

Claire Michelle Shifren

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
OR	RA	APPROVED	2025-03-26
CA	RA	APPROVED	2024-11-04

OR RA
APPROVED

Since 2025-03-26
CA RA
APPROVED

Since 2024-11-04

Branch Locations

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

Portland, OR • 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
Summitry, Llc (Formerly "Golub Group")	San Mateo	CA	04/2004	Present

04/2004 → Present

Summitry, Llc (Formerly "Golub Group")

San Mateo, CA

Designations

Other Names

Claire Michelle Silverman

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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