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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-16 |
Branch Locations
44 Montgomery Street Suite 3060, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Bank Of The West | San Francisco | CA | 04/2011 | 07/2023 |
| Bancwest Investment Services | San Francisco | CA | 04/2011 | 07/2023 |
| Lpl Financial Llc | San Francisco | CA | 07/2023 | 03/2024 |
| Summit Trail Advisors, Llc | San Francisco | CA | 03/2024 | Present |
| Summit Trail Securities Llc | San Francisco | CA | 02/2025 | Present |
1) SUMMIT TRAIL SECURITIES, LLC, INVESTMENT RELATED, 50 CALIFORNIA STREET, STE 2500, SAN FRANCISCO, CA 94118, BROKER DEALER, REGISTERED REPRESENTATIVE,02/2025, 40 HOURS/MONTH, 40 HOURS/MONTH DURING SECURITIES TRADING HOURS, COMMISSION BASED ACTIVITY. 2) SUMMIT TRAIL ADVISORS, LLC, INVESTMENT RELATED, 50 CALIFORNIA ST, STE 2500, SAN FRANCISCO, CA 94118, RIA, INVESTMENT ADVISOR 03/2024, 40 HRS/MONTH, 40HRS DURING SECURITIES TRADING HRS, INVESTMENT ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-27 |
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