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San Francisco, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Advisory Services, Inc. | San Francisco | CA | 06/1999 | Present |
OTHER FINANCIAL SERVICES PROVIDED TO CLIENTS AS PART OF THE INVESTMENT AND FINANCIAL CONSULTING BUSINESS AT ADVISOR'S FIRM ARE BOOKKEEPING, TAX, ANNUITIES AND INSURANCE SERVICES. THE TIME DEVOTED FOR THESE SERVICES ARE ABOUT 24-32 HOURS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-08 |
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