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Alonso Valenzuela Del Rio

Summa Corp.

Tomball, TX

CRD 3243583

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Employer firm

Summa Corp. CRD 113091

$587M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • INVESTMENT ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Summa Corp.

25219 Kuykendahl Rd Suite 260, Tomball, TX 77375 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-04

Branch Locations

25219 Kuykendahl Rd Suite 260, Tomball, TX 77375 • 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
Goldman Sachs & Co. Miami FL 11/2014 11/2025
Summa Corp. The Woodlands TX 04/2026 Present
Unemployed The Woodlands TX 01/2026 04/2026
  • 11/2014 → 11/2025
    Goldman Sachs & Co.
    Miami, FL
  • 04/2026 → Present
    Summa Corp.
    The Woodlands, TX
  • 01/2026 → 04/2026
    Unemployed
    The Woodlands, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-04
S65 Uniform Investment Adviser Law Examination 2008-12-03
S63 Uniform Securities Agent State Law Examination 2005-11-28
  • S66 Uniform Combined State Law Examination
    2026-05-04
  • S65 Uniform Investment Adviser Law Examination
    2008-12-03
  • S63 Uniform Securities Agent State Law Examination
    2005-11-28
Other Names
  • Alonso Valenzuela

View on SEC IAPD

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