Best Investors Account Sign in
Inactive

Judith Lynn Seid

Blue Summit Wealth Management

San Diego, CA

Claim This Profile
Current Employers
Blue Summit Wealth Management

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2021-01-13
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2021-01-13

Branch Locations

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Blue Summit Wealth Management La Mesa CA 01/2006 Present
Cetera Advisors Llc Denver CO 01/2013 06/2018
Blue Summit Wealth Management La Mesa CA 01/2017 Present
Previous Registrations
Other Businesses

1.NAME OF OTHER BUSINESS: BLUE SUMMIT FINANCIAL GROUP, INC. DBA BLUE SUMMIT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. BLUE SUMMIT WEALTH MANAGEMENT, SAME AS OFFICE ADDRESS, DBA NAME FOR SECURITIES BUSINESS AND FIXED INSURANCE. 3. BAYON BROTHERS, BAND, BAND MEMBER, 10HR/WK, PAID PER PERFORMANCE. 4. FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO, START 10/24/2012, SECRETARY, 2HR/WK. 5. ENVIRONMENTAL HEALTH COALITION, START 10/24/2012, COMMITTEE MEMBER. 6. NAME OF OTHER BUSINESS: MT. HELIX DELIGHT INVESTMENT RELATED: NO ADDRESS: 3875 ROGERS ROAD. SPRING VALLEY, CA 91977 NATURE OF BUSINESS: SHORT TERM RENTAL START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY 7. Board Member for nonprofit Dwelling on Carbon; Investment related: No; 4672 El Cerrito Dr San Diego California 92115 USA; A nonprofit providing education and research on carbon sequestration in urban environments.; Treasurer-Board member; 2024-02-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2, Percentage of total yearly compensation expected to be derived from the business: 0;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-12
  • S63 Uniform Securities Agent State Law Examination
    1993-02-12
Designations
Other Names
  • Judith Lynn Bandes

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor