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435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-05 |
Branch Locations
435 E Shore Drive Suite 220, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth And Retirement Partners | Walnut Creek | CA | 02/2016 | 08/2017 |
| Summit Wealth And Retirement Partners | San Ramon | CA | 06/2016 | Present |
| Mutual Securities, Inc. | Danville | CA | 07/2016 | 06/2023 |
| Summit Wealth And Retirement Partners | San Ramon | CA | 07/2019 | Present |
| Summit Wealth And Retirement Partners | Walnut Crrek | CA | 08/2017 | 07/2019 |
Jennifer Butler not investment-related private residence in Albany, CA professional musician Sole Proprietor: Freelance Musician/Cellist 06/28/2012 5 hours per month 0 hours during trading Perform at various functions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-03 |
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