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Current Employers
Summit Family Office Services, Llc

Bellevue, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-12-15
  • WA RA
    APPROVED
    Since 2025-12-15

Branch Locations

Bellevue, WA • United States

Kirkland, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Kirkland WA 03/2018 05/2019
Southern New Hampshire University Manchester NH 01/2014 05/2017
Louisiana State University Shreveport Shreveport LA 10/2017 06/2020
Unemployed Everett WA 05/2017 11/2017
Penn Mutual Life Insurance Company Horsham PA 05/2019 10/2020
Hornor, Townsend & Kent, Llc Horsham PA 05/2019 10/2020
Royal Alliance Associates, Inc. Bellevue WA 11/2020 11/2022
F.A.C.T.S. Wealth & Fiduciary Advisors, Llc Bothell WA 02/2024 Present
Abbott Planning Enterprise Llc (Ape, Llc Bothell WA 12/2022 Present
Robinswood Financial Llc Kirkland WA 11/2022 12/2023
  • 03/2018 → 05/2019
    Lpl Financial
    Kirkland, WA
  • 01/2014 → 05/2017
    Southern New Hampshire University
    Manchester, NH
  • 10/2017 → 06/2020
    Louisiana State University Shreveport
    Shreveport, LA
  • 05/2017 → 11/2017
    Unemployed
    Everett, WA
  • 05/2019 → 10/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 05/2019 → 10/2020
    Horsham, PA
  • 11/2020 → 11/2022
    Royal Alliance Associates, Inc.
    Bellevue, WA
  • 02/2024 → Present
    F.A.C.T.S. Wealth & Fiduciary Advisors, Llc
    Bothell, WA
  • 12/2022 → Present
    Abbott Planning Enterprise Llc (Ape, Llc
    Bothell, WA
  • 11/2022 → 12/2023
    Robinswood Financial Llc
    Kirkland, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-22
S63 Uniform Securities Agent State Law Examination 1994-12-02
  • S66 Uniform Combined State Law Examination
    2018-10-22
  • S63 Uniform Securities Agent State Law Examination
    1994-12-02

View on SEC IAPD

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