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Allen Bradley Trim

Partner / Chief Compliance OfficerBlue Summit Financial Group, Inc.CRD 5768850

About Allen Bradley Trim

Allen Bradley Trim is listed as Partner / Chief Compliance Officer at Blue Summit Financial Group, Inc. in San Diego, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Blue Summit Financial Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Allen Bradley Trim work?

Allen Bradley Trim is listed as Partner / Chief Compliance Officer at Blue Summit Financial Group, Inc. on SEC Form ADV.

How much of Blue Summit Financial Group, Inc. does Allen Bradley Trim own?

Form ADV reports a beneficial ownership band of 50-75%.

Blue Summit Financial Group, Inc.

TitlePartner / Chief Compliance Officer
Ownership50-75%
Control personYes
Since2018
View Blue Summit Financial Group, Inc. →