DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

Robert Andres Homar Lopez

Advisor at SUMMIT TRAIL ADVISORS, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:19704f98-04f2-b8d3-1237-b019a6265d10

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT TRAIL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 19, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Dec 19, 2015
First registration: Dec 19, 2015
Dual registered: no
Other names: ROBERTO A HOMAR|ROBERTO A HOMAR LOPEZ
IAPD individual key: 6087528

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT TRAIL ADVISORS, LLC	Independent wealth	Feb 28, 2024	n/a	yes	NEW YORK, NY	Current employment
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Former SEC adviser	Oct 7, 2019	Aug 24, 2023	no	NEW YORK, NY\|OMAHA, NE	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	May 5, 2017	Oct 24, 2019	no	New York, NY\|WEEHAWKEN, NJ\|MIAMI, FL\|New York, NY	Previous registration
POPULAR SECURITIES, LLC	Mixed wealth	Dec 19, 2015	Mar 27, 2017	no	SAN JUAN, PR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BANCWEST INVESTMENT SERVICES, INC. (BWIS)	SUMMIT TRAIL ADVISORS, LLC	Aug 24, 2023	Feb 28, 2024	188	Firm change	Ibd to RIA
UBS FINANCIAL SERVICES INC.	BANCWEST INVESTMENT SERVICES, INC. (BWIS)	Oct 24, 2019	Oct 7, 2019	-17	Firm change	Wirehouse to ibd
POPULAR SECURITIES, LLC	UBS FINANCIAL SERVICES INC.	Mar 27, 2017	May 5, 2017	39	Firm change	Other

Relationships

Registered with (4)

→ SUMMIT TRAIL ADVISORS, LLCRegistered adviserregistration: current employment
Feb 28, 2024 to presentfactForm ADV
→ BANCWEST INVESTMENT SERVICES, INC. (BWIS)Registered adviserregistration: previous registration
Oct 7, 2019 to Aug 24, 2023factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
May 5, 2017 to Oct 24, 2019factForm ADV
→ POPULAR SECURITIES, LLCRegistered adviserregistration: previous registration
Dec 19, 2015 to Mar 27, 2017factForm ADV

Dated events

Occurred
Aug 24, 2023
Advisor changed firm
Robert Andres Homar Lopez left Bancwest Investment Services, Inc. (Bwis) for Summit Trail Advisors, Llc (registered 2024-02-28)
Form ADVobserved 3 days ago