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William Berg

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 2024-05-18
  • CA RA
    APPROVED
    Since 2024-05-18

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
Summitry, Llc Foster City CA 12/2023 Present
Sageview Advisory Group San Jose CA 04/2022 06/2023
Student Santa Clara CA 09/2019 06/2023
Student St. Louis MO 01/2012 06/2019
Unemployed Santa Clara CA 07/2023 11/2023
  • 12/2023 → Present
    Summitry, Llc
    Foster City, CA
  • 04/2022 → 06/2023
    Sageview Advisory Group
    San Jose, CA
  • 09/2019 → 06/2023
    Student
    Santa Clara, CA
  • 01/2012 → 06/2019
    Student
    St. Louis, MO
  • 07/2023 → 11/2023
    Unemployed
    Santa Clara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-17
  • S65 Uniform Investment Adviser Law Examination
    2024-05-17

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
CELESTA · SAN MATEO, CA
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