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Allison Meili Uozumi

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 2025-12-20
  • CA RA
    APPROVED
    Since 2025-12-20

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
N/A Belmont CA 10/2015 05/2019
City Of Belmont Belmont CA 05/2019 07/2019
N/A Belmont CA 07/2019 05/2021
Skyhawks Sports Academy San Carlos CA 05/2021 08/2021
San Diego State University San Diego CA 08/2021 05/2025
Roam Artisan Burgers San Mateo CA 06/2022 08/2022
Roche Santa Clara CA 05/2023 08/2023
Summitry Foster City CA 05/2024 07/2024
Summitry Foster City CA 01/2025 05/2025
Summitry Foster City CA 06/2025 Present
John Cabot University Rome 08/2024 12/2024
  • 10/2015 → 05/2019
    N/A
    Belmont, CA
  • 05/2019 → 07/2019
    City Of Belmont
    Belmont, CA
  • 07/2019 → 05/2021
    N/A
    Belmont, CA
  • 05/2021 → 08/2021
    Skyhawks Sports Academy
    San Carlos, CA
  • 08/2021 → 05/2025
    San Diego State University
    San Diego, CA
  • 06/2022 → 08/2022
    Roam Artisan Burgers
    San Mateo, CA
  • 05/2023 → 08/2023
    Roche
    Santa Clara, CA
  • 05/2024 → 07/2024
    Summitry
    Foster City, CA
  • 01/2025 → 05/2025
    Summitry
    Foster City, CA
  • 06/2025 → Present
    Summitry
    Foster City, CA
  • 08/2024 → 12/2024
    John Cabot University
    Rome
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19
Other Names
  • Alli Meili Uozumi

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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