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Inactive

Charles Collins Sommer

United Capital Financial Advisors

Larkspur, CA

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-31
  • CA RA
    APPROVED
    Since 2025-10-31

Branch Locations

900 Larkspur Landing Circle Suite 209, Larkspur, CA 94939 • 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
United Capital Financial Advisors, Llc Irving TX 05/2025 Present
Fleet Feet Davis CA 05/2023 03/2025
Ardian San Francisco CA 06/2024 09/2024
Healdsburg Running Company Healdsburg CA 08/2017 08/2021
A Runner'S Mind San Francisco CA 08/2025 11/2025
Montage International Healdsburg CA 06/2022 09/2022
Montage International Healdsburg CA 06/2021 09/2022
University Of California, Davis Davis CA 09/2021 03/2025
High School Healdsburg CA 08/2017 06/2021
Middle School Healdsburg CA 08/2014 06/2017
  • 05/2025 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
  • 05/2023 → 03/2025
    Fleet Feet
    Davis, CA
  • 06/2024 → 09/2024
    Ardian
    San Francisco, CA
  • 08/2017 → 08/2021
    Healdsburg Running Company
    Healdsburg, CA
  • 08/2025 → 11/2025
    A Runner'S Mind
    San Francisco, CA
  • 06/2022 → 09/2022
    Montage International
    Healdsburg, CA
  • 06/2021 → 09/2022
    Montage International
    Healdsburg, CA
  • 09/2021 → 03/2025
    University Of California, Davis
    Davis, CA
  • 08/2017 → 06/2021
    High School
    Healdsburg, CA
  • 08/2014 → 06/2017
    Middle School
    Healdsburg, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-31
  • S65 Uniform Investment Adviser Law Examination
    2025-10-31
Other Names
  • Chase Sommer

View on SEC IAPD

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PATRICK MICHAEL BERESH
THOMAS NOWROUZI
YEISON MAZARIEGOS BARRIOS
DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
STRATEGIC ADVISERS LLC · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA

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