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Advisor at SUMMIT WEALTH GROUP LLC
EXETER, NH
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 GROUP LLC | Independent wealth | Aug 17, 2023 | n/a | yes | EXETER, NH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Mar 24, 2015 | Jan 26, 2016 | no | WHITE RIVER JUNCTION, VT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | SUMMIT WEALTH GROUP LLC | Jan 26, 2016 | Aug 17, 2023 | 2,760 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:282205:VT:2016-01-26 | Jan 26, 2016 | Aug 17, 2023 | WHITE RIVER JUNCTION, VT | Firm change after gap |