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Brearin L. Land

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CRD#: 6320934
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brearin Levi Wolfe Land, who also goes by Brearin L. Land, Brearin L. W. Land, Brearin Levi Land, was a registered financial professional .

Brearin is a previously registered financial professional and started their career in finance in 2015. Brearin had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brearin L. Land | Brearin L. W. Land | Brearin Levi Land

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 29, 2019 - April 25, 2022

SUMMITRY, LLC

RIA
CRD#: 128586
San Mateo, CA
Past

November 3, 2016 - March 25, 2019

TD AMERITRADE, INC.

RIA
CRD#: 7870
CHICAGO, IL
Past

November 3, 2016 - March 25, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Chicago, IL
Past

November 3, 2016 - March 25, 2019

TD AMERITRADE, INC.

BD
CRD#: 7870
CHICAGO, IL
Past

August 25, 2015 - October 24, 2016

IRVINE WEALTH MANAGEMENT

RIA
CRD#: 277123
CHICAGO, IL
Past

June 29, 2015 - July 9, 2015

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
NEWPORT BEACH, CA
Past

April 20, 2015 - July 9, 2015

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
NEWPORT BEACH, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA
Registered Investment Advisory firm - (9/26/2003 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SL
SUMMITRY, LLC
GOLUB GROUP INC | THE GOLUB GROUP | SUMMITRY, LLC | GOLUB GROUP, LLC

CRD#: 128586 / SEC#: 801-62398

RIA
Registered Investment Advisory firm - (9/26/2003 Approved)
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Contact information


Main Address
919 Hillsdale Blvd. Suite 150, Foster City, CA 94404
Mailing Address
Phone number
(650) 212-2240
Established
Firm type
Fiscal year end
# of Employees
43

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/31/2025)

Regulatory assets under management


Total Number of Accounts3,384
AUM (Assets Under Management)$ 3,008,628,872

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMITRY, LLC

CRD#: 128586

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