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Bellevue, WA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-10-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Family Office Services, Llc | Bellevue | WA | 09/2014 | Present |
1.Michael Herr is President of Deskless Workers, Inc (DW) which develops mobile applications and technology for businesses and government. Michael began working with DW in 2015 and currently spends 20 hours per week of his time sometimes during securities trading hours. Michael owns a minority equity interest and at times earns income from his work with DW. As President of DW, Michael is responsible for partnerships and global sales strategy. DW is located at 147 154th PL NE, Bellevue, WA 98007. 2.Michael Herr is a licensed insurance agent, on which he spends approximately 5 - 10 hours per week. From time to time, he may offer clients advice or products from those activities. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Summit Family Office Services, LLC always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Summit Family Office Services, LLC in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-11 |
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