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Current Employers
Sierra Summit Advisors Llc

Incline Village, NV • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-03-05
  • IL RA
    APPROVED
    Since 2024-03-05

Branch Locations

4311 N Ravenswood Ave #100, Chicago, IL 60613 • United States

Incline Village, NV • 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
Premier Asset Management Ravenswood IL 10/2018 03/2022
Bank Of The West Denver CO 03/2017 11/2017
Cache Bank & Trust Denver CO 01/2015 03/2017
Innovis Asset Management Llc Chicago IL 03/2022 10/2023
Unemployed Chicago IL 12/2017 09/2018
Sierra Summit Advisors Llc Chicago IL 10/2023 Present
  • 10/2018 → 03/2022
    Premier Asset Management
    Ravenswood, IL
  • 03/2017 → 11/2017
    Bank Of The West
    Denver, CO
  • 01/2015 → 03/2017
    Cache Bank & Trust
    Denver, CO
  • 03/2022 → 10/2023
    Innovis Asset Management Llc
    Chicago, IL
  • 12/2017 → 09/2018
    Unemployed
    Chicago, IL
  • 10/2023 → Present
    Chicago, IL
Previous Registrations
  • 2023-03-13 → 2024-03-05
    Innovis Asset Management Llc
    Chicago, IL
    Chicago, IL
Designations

View on SEC IAPD

More in Chicago, IL

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