Harold King Porter

Current Employers

Employment History

• 03/2012 → Present
  Summit Wealth & Retirement Partners, Inc
  San Ramon, CA
• 10/2016 → 06/2023
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2006-11-14 → 2017-05-10
  Summit Wealth And Retirement Partners
  Danville, CA
• 2009-11-16 → 2016-07-01
  Vsr Financial Services, Inc.
  Overland Park, KS
  Walnut Creek, CA
• 2004-07-13 → 2005-10-10
  Victory Capital Management Inc.
  Granite Bay, CA

Other Businesses

Summit Tax Planning Inc. dba Data Count Tax and Financial Services, LLC not investment-related 2000 Crow Canyon Place, Suite 410, San Ramon, CA 94583 tax preparation, bookkeeping, and payroll services Passive Owner 05/2014 2 hours per month no hours during trading no duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-10-03
• S63 Uniform Securities Agent State Law Examination
  1983-10-21

Other Names

• Hal Porter
• Hal Porter
• Harold King Iii Porter