Inactive

Kurt Hoefer

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Current Employers

Summitry, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-10-07
TX	RA	APPROVED_RES	2006-05-08

CA RA
APPROVED

Since 2025-10-07
TX RA
APPROVED_RES

Since 2006-05-08

Branch Locations

1850 Gateway Drive Suite 600, San Mateo, CA 94404-4060 • 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

Organization	City	State	From	To
The Golub Group	San Mateo	CA	08/2004	Present

08/2004 → Present

The Golub Group

San Mateo, CA

Previous Registrations

2002-06-07 → 2004-12-31

Hoefer Capital Management, Llc

San Francisco, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-08-22

S63 Uniform Securities Agent State Law Examination

1995-08-22

Designations

Other Names

Kurt Hoefer

View on SEC IAPD

Other Firms

NEWFRONT RETIREMENT SERVICES, INC.

ESO MANAGEMENT SERVICES LLC

FARMERS ASSET MANAGEMENT, LLC

EAGLE STRATEGIES LLC

LPL FINANCIAL LLC

FISHER INVESTMENTS

TRANSAMERICA FINANCIAL ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MARCOS D PASTRANA

DEAN ALAN BECKER

SCOTT BARTLETT MCCLOSKEY

CHRISTIAN MICHAEL BRETZ

CHRISTOPHER JAMES CALL

CLAY DEAN WILLIAM STAFFORD

Other Offices

NEWFRONT RETIREMENT SERVICES, INC. · SAN MATEO, CA

ESO MANAGEMENT SERVICES LLC · SAN MATEO, CA

FARMERS ASSET MANAGEMENT, LLC · San Mateo, CA

EAGLE STRATEGIES LLC · SAN MATEO, CA

LPL FINANCIAL LLC · SAN MATEO, CA

FISHER INVESTMENTS · SAN MATEO, CA

FISHER INVESTMENTS · SAN MATEO, CA

FISHER INVESTMENTS · SAN MATEO, CA

More in San Mateo, CA

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