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Dan Kanivas

Triple Summit Advisors, LLC

Mercer Island, WA

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Current Employers
Triple Summit Advisors, Llc

Newton, MA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-16
NJ RA APPROVED 2025-04-16
NY RA APPROVED 2021-03-02
WA RA APPROVED 2018-11-15
TX RA APPROVED_RES 2017-02-16
MA RA APPROVED 2016-04-27
  • CA RA
    APPROVED
    Since 2025-04-16
  • NJ RA
    APPROVED
    Since 2025-04-16
  • NY RA
    APPROVED
    Since 2021-03-02
  • WA RA
    APPROVED
    Since 2018-11-15
  • TX RA
    APPROVED_RES
    Since 2017-02-16
  • MA RA
    APPROVED
    Since 2016-04-27

Branch Locations

Mercer Island, WA • 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
Triple Summit Advisors, Llc Mercer Island WA 12/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-10-03
  • S65 Uniform Investment Adviser Law Examination
    2015-10-03
Designations

View on SEC IAPD

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