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2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-23 |
Branch Locations
330 East Park Drive, Harrisburg, PA 17111 • United States
2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Regional Manager | NY | 02/1995 | 08/2019 |
| Summit Trail Advisors, Llc | Harrisburg | PA | 08/2019 | Present |
| Wilmington Trust, N.A. | Harrisburg | PA | 05/2012 | 08/2019 |
| Summit Trail Securities, Llc | Harrisburg | PA | 08/2019 | Present |
1)Susquehanna Art Museum, Non investment-related, 1401 N 3rd Street, Harrisburg, PA 17102, Art Museum, Board of Directors, 2017, 2 hours/month, 0 hours/month during securities trading hours, Serve as a member of the board. 2)Summit Trail Advisors, LLC, Investment-related, 140 E. 45th Street, New York, NY 10017, RIA, Advisor, 08/23/2019, 40 hours/month, 8 hours/month during securities trading hours, Investment Advice. 3)Strength and Power LLC, investor in an SPV. Investment Related, 0 hours per month, October 2025. 4)The Advisor, in their individual capacity, serves in various roles for certain client trusts of the affiliated investment adviser and may receive separate compensation from the trusts for doing so. The Advisor may devote up to 10 hours a month during normal trading hours to these activities. July 2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-10 |
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