Brandon Andres Cruz
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Adaptive Wealth EngineeringNov 2021 to now
- Summit Portfolio ManagementSep 2021 to now
- Ameriprise Financial Services Inc.Jun 2020 to Aug 2021
- Ameriprise Financial Services IncJun 2019 to Aug 2019
- Credova FinancialAug 2018 to Apr 2019
- Archies Bar and GrillMay 2018 to Aug 2018
- First in the PackApr 2018 to Jun 2020
- Towne ParkMay 2017 to Oct 2017
- Nevada SagebrushAug 2016 to Jan 2018
- University of Nevada, RenoAug 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NV).
Adaptive Wealth Engineering
Legal name: Summit Portfolio Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7130338
- 111243