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Inactive

Daniel Spector-Franson

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 2022-12-20
  • CA RA
    APPROVED
    Since 2022-12-20

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
Chen Financial Group Belmont CA 02/2020 06/2020
Sourjohn-Kim Retirement Solutions San Ramon CA 07/2020 12/2022
The Trust For Hidden Villa Los Altos Hills CA 08/2010 05/2019
Lincoln Financial Advisors Corporation San Ramon CA 07/2019 02/2020
Summitry, Llc Foster City CA 12/2022 Present
  • 02/2020 → 06/2020
    Chen Financial Group
    Belmont, CA
  • 07/2020 → 12/2022
    Sourjohn-Kim Retirement Solutions
    San Ramon, CA
  • 08/2010 → 05/2019
    The Trust For Hidden Villa
    Los Altos Hills, CA
  • 07/2019 → 02/2020
    Lincoln Financial Advisors Corporation
    San Ramon, CA
  • 12/2022 → Present
    Summitry, Llc
    Foster City, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2021-01-05
Designations
Other Names
  • Daniel Lee Chmielewski
  • Daniel Chmielweski
  • Daniel Lee Spector-Franson
  • Daniel Chmielewski

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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