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Allen Bradley Trim

Blue Summit Wealth Management

San Diego, CA

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Current Employers
Blue Summit Wealth Management

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-20
TX RA APPROVED 2021-01-11
  • CA RA
    APPROVED
    Since 2024-11-20
  • TX RA
    APPROVED
    Since 2021-01-11

Branch Locations

4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122 • 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
Cetera Advisors Llc El Segundo CA 01/2013 06/2018
Blue Summit Wealth Management La Mesa CA 05/2018 Present
Blue Summit Wealth Management La Mesa CA 05/2009 05/2018
Resmed San Diego CA 03/2012 05/2018
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
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-05
  • S66 Uniform Combined State Law Examination
    2009-12-05
Designations

View on SEC IAPD

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