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435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | San Ramon | CA | 11/1989 | 01/2019 |
| Summit Wealth & Retirement Partners | San Ramon | CA | 01/2019 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 01/2019 | 06/2023 |
| Lincoln Financial Advisors Corporatoni | San Ramon | CA | 07/1997 | 01/2019 |
STONYBROOK CANYON FARM not investment-related private residence in Castro Valley, CA farm Owner 06/2015 20 hours per month 0 hours during trading Run a small farm, growing produce for a small number of local restaurants SCOTT M. TERRY not investment-related private residence in Castro Valley, CA writing Writer, Sole Proprietor 06/2007 0 hours per month 0 hours during trading first book published in 2012, other writing for newspaper and online publications
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-03-20 |
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