Allen Bradley Trim

Employer firm

Blue Summit Wealth Management CRD 148782

$211M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 06/2018
  Cetera Advisors Llc
  El Segundo, CA
• 05/2018 → Present
  Blue Summit Wealth Management
  La Mesa, CA
• 05/2009 → 05/2018
  Blue Summit Wealth Management
  La Mesa, CA
• 03/2012 → 05/2018
  Resmed
  San Diego, CA

Previous Registrations

• 2012-03-20 → 2018-06-03
  Cetera Advisors Llc
  La Mesa, CA
• 2010-05-28 → 2012-02-27
  Pacific West Financial Consultants Inc
  Renton, WA

Other Businesses

1. NAME OF OTHER BUSINESS: RESMED; INVESTMENT RELATED: NO; ADDRESS: 9001 SPECTRUM CENTER BLVD, SAN DIEGO, CA 92123; NATURE OF BUSINESS: MANUFACTURER OF MEDICAL DEVICES; START DATE: 03/2012; POSITION/TITLE/RELATIONSHIP: STRATEGY MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: LONG TERM PLANNING AND STRATEGIC INITIATIVES; 2. NAME OF OTHER BUSINESS: TRIM VACATION RENTALS; INVESTMENT RELATED: NO; ADDRESS: 5087 GUAVA AVENUE, LA MESA, CA 91942; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2016; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY;

Exams

• S66 Uniform Combined State Law Examination
  2009-12-05

Designations

• Certified Financial Planner