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919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-05 |
Branch Locations
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States
125 N. Raymond Ave Suite 309, Pasadena, CA 91103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Wealth | Pasadena | CA | 08/1993 | 02/2026 |
| Summitry, Llc | Pasadena | CA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-17 |
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