AB
Allen Bradley Trim
CRD 5768850
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Blue Summit Financial Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Blue Summit Financial Group, Inc.
Partner / Chief Compliance Officer · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗