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Trisha Kay Koontz

Chief Compliance OfficerSummit XCRD 6885413

About Trisha Kay Koontz

Trisha Kay Koontz is listed as Chief Compliance Officer at Summit X in Chesterfield, MO. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Summit X
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trisha Kay Koontz work?

Trisha Kay Koontz is listed as Chief Compliance Officer at Summit X on SEC Form ADV.

How much of Summit X does Trisha Kay Koontz own?

Form ADV reports a beneficial ownership band of Under 5%.

Summit X

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2021
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