Inactive

Mary Lao Miranda

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
CA	RA	APPROVED	2025-03-10

CA RA
APPROVED

Since 2025-03-10

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

Organization	City	State	From	To
Summitry, Llc	Foster City	CA	03/2025	Present
Allworth Financial	Larkspur	CA	07/2019	02/2025
Yellowbrickroad Financial Advisors	Corte Madera	CA	08/2015	07/2019

03/2025 → Present

Summitry, Llc

Foster City, CA
07/2019 → 02/2025

Allworth Financial

Larkspur, CA
08/2015 → 07/2019

Yellowbrickroad Financial Advisors

Corte Madera, CA

Designations

Other Names

Mary Esther Lao

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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