SHIMA SALEHI is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with SUMMIT TRAIL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT TRAIL ADVISORS, LLC | 2024-05-31 | present | Yes |
| LPL FINANCIAL LLC | 2023-07-19 | 2024-06-10 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2016-03-03 | 2023-07-19 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2012-08-10 | 2016-03-14 | — |