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.

Current firm

SUMMIT PLANNING GROUP, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest 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

2

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Jul 12, 2018

First registration

Oct 14, 2021

Dual registered

yes, broker-dealer

IAPD individual key

6962912

• Occurred

  Aug 24, 2024
  Advisor changed firm

  Benjamin Vincent Onofrio left Summit Asset Management, Llc for Lpl Financial Llc (registered 2024-06-12)

  Form ADVobserved 4 days ago
• Occurred

  Jun 12, 2024
  Advisor changed firm

  Benjamin Vincent Onofrio left Osaic Fs, Inc. for Summit Asset Management, Llc (registered 2023-07-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2ab09302-0652-afb2-e77c-43827df91fd7

First observed

Oct 14, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.