# SHIMA SALEHI

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT TRAIL ADVISORS, LLC](https://search.stillhousedata.com/firm/220519) | 2024-05-31 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2023-07-19 | 2024-06-10 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2016-03-03 | 2023-07-19 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2012-08-10 | 2016-03-14 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5646415)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5646415.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.