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Advisor at SUMMIT WEALTH PARTNERS, LLC
ORLANDO, FL | NAPLES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH PARTNERS, LLC | Independent wealth | Jan 12, 2026 | n/a | yes | NAPLES, FL|ORLANDO, FL | Current employment |
| FIFTH THIRD WEALTH ADVISORS LLC | Mixed wealth | Feb 28, 2023 | Jan 2, 2026 | no | Naples, FL|CINCINNATI, OH | Previous registration |
| LANCASTER POLLARD INVESTMENT ADVISORY GROUP | Former SEC adviser | Jun 28, 2010 | Feb 9, 2011 | no | COLUMBUS, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIFTH THIRD WEALTH ADVISORS LLC | SUMMIT WEALTH PARTNERS, LLC | Jan 2, 2026 | Jan 12, 2026 | 10 | Firm change | RIA to RIA |
| LANCASTER POLLARD INVESTMENT ADVISORY GROUP | FIFTH THIRD WEALTH ADVISORS LLC | Feb 9, 2011 | Feb 28, 2023 | 4,402 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 313015:283648:OH:2026-01-02 | Jan 2, 2026 | Jan 12, 2026 | CINCINNATI, OH | Firm change |