Summer Anne Roberts

Current Employers

Employment History

• 05/2010 → Present
  Impact Partners Financial, Llc
  Houston, TX
• 04/2019 → 06/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2023 → Present
  Foundations Investment Advisors, Llc
  Houston, TX

Previous Registrations

• 2019-04-09 → 2023-06-21
  Ae Wealth Management, Llc
  League City, TX
  League City, TX

Other Businesses

1) IMPACT PARTNERS FINANCIAL, LLC; INVESTMENT RELATED; 811 FM 1959 SUITE 100, HOUSTON, TX 77034; CHIEF EXECUTIVE OFFICER; INSURANCE SALES, NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; START DATE 05/2010; 144 HRS/MONTH DEVOTED TO OTHER BUSINESS; 144 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS; PROVIDES LIFE INSURANCE/ANNUITIES;DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION,DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE. 2.) LOLA BUSINESS DEVELOPMENT, INC.; NOT INVESTMENT RELATED; 811 FM 1959 Suite 100, Houston, TX 77034; BUSINESS DEVELOPMENT, MARKETING, ADVERTISING, PR MANAGEMENT; OFFICER; PRESIDENT & CHAIRMAN OF THE BOARD OF DIRECTORS; START DATE: 12/17/2021; APPROX 60-80 HRS/MONTH; APPROX 1-2 HRS/MONTH DURING TRADING; CHAIRMAN OF THE BOARD & PRESIDENT TO OVERSEE ALL ASPECTS OF CORPORATION. 3.) THE GALLOWAY SCHOOL; NOT INVESTMENT RELATED; 3200 W Bay Area Blvd, Friendswood, TX 77546; PRIVATE CHRISTIAN SCHOOL; BOARD MEMBER & BOARD TREASURER; START DATE: 1/3/2022; APPROX 03 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; OVERSEES THE BUDGET, ACCOUNTING & OVERALL BOOKKEEPING OF THE SCHOOL. 4.) GULF RUNNER STRATEGIES, LLC; 811 FM 1959 RD, SUITE 210, HOUSTON, TX 77034; NOT INVESTMENT RELATED; MEMBER; STRATEGIC BUSINESS DEVELOPMENT AND MARKETING; STARTED: 10/2025; LESS THAN AN HOUR DEDICATED A MONTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-26