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Inactive

Shima Salehi

Summit Trail Advisors, LLC

New York, NY

Lake Oswego, OR

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Current Employers
Summit Trail Advisors, Llc

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-05-31
  • OR RA
    APPROVED
    Since 2024-05-31

Branch Locations

2 Grand Central Tower 140 E 45Th Street, 28Th Floor, New York, NY 10017 • United States

5 Centerpointe Drive Suite 400, Lake Oswego, OR 97035 • 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
Bancwest Investment Services Portland OR 03/2016 07/2023
Bmo Bank Na Portland OR 03/2016 05/2024
Lpl Financial Llc Lake Oswego OR 07/2023 05/2024
Summit Trail Advisors, Llc Lake Oswego OR 05/2024 Present
  • 03/2016 → 07/2023
    Bancwest Investment Services
    Portland, OR
  • 03/2016 → 05/2024
    Bmo Bank Na
    Portland, OR
  • 07/2023 → 05/2024
    Lpl Financial Llc
    Lake Oswego, OR
  • 05/2024 → Present
    Summit Trail Advisors, Llc
    Lake Oswego, OR
Previous Registrations
  • 2023-07-19 → 2024-06-10
    Lpl Financial Llc
    Lake Oswego, OR
  • 2016-03-03 → 2023-07-19
    Bancwest Investment Services, Inc.
    Portland, OR
    Seattle, WA
    Lake Oswego, OR
  • 2012-08-10 → 2016-03-14
    Wells Fargo Clearing Services, Llc
    Tigard, OR
    Portland, OR
    Vancouver, WA
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-06
S63 Uniform Securities Agent State Law Examination 2011-08-02
  • S65 Uniform Investment Adviser Law Examination
    2012-08-06
  • S63 Uniform Securities Agent State Law Examination
    2011-08-02
Designations
Other Names
  • Shima Salehinoparvar

View on SEC IAPD

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