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Tyler Patterson

Summitry, LLC

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 2023-07-24
  • CA RA
    APPROVED
    Since 2023-07-24

Branch Locations

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
T. Rowe Price Colorado Springs CO 05/2016 12/2021
Empower Colorado Springs CO 01/2022 12/2022
Summmitry, Llc Foster City CA 06/2023 Present
Unemployed Colorado Springs CO 12/2022 06/2023
  • 05/2016 → 12/2021
    T. Rowe Price
    Colorado Springs, CO
  • 01/2022 → 12/2022
    Empower
    Colorado Springs, CO
  • 06/2023 → Present
    Summmitry, Llc
    Foster City, CA
  • 12/2022 → 06/2023
    Unemployed
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-01
S63 Uniform Securities Agent State Law Examination 2016-08-11
  • S66 Uniform Combined State Law Examination
    2018-03-01
  • S63 Uniform Securities Agent State Law Examination
    2016-08-11
Designations
Other Names
  • Tyler James Patterson

View on SEC IAPD

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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

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