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Inactive

Christopher Dalmar Moody

Summitry, LLC

Foster City, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-14
  • CA RA
    APPROVED
    Since 2025-05-14

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • 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
Fisher Investments Woodside CA 08/2010 Present
Summitry, Llc Foster City CA 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-09
  • S65 Uniform Investment Adviser Law Examination
    2010-09-09

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
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