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 WEALTH GROUP

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jul 28, 2015

First registration

Jul 29, 2015

Dual registered

no

Other names

CHELSEA SCHUCHARD|CHELSEA RAE GANEY|CHELSEA RAE SCHUCHARD

IAPD individual key

5631472

• Occurred

  Jan 8, 2026
  Advisor changed firm

  Chelsea Rae Ganey left Moran Wealth Management, Llc for Summit Wealth Group (registered 2026-02-27)

  Form ADVobserved 6 days ago
• Occurred

  Aug 30, 2022
  Advisor changed firm

  Chelsea Rae Ganey left Wells Fargo Advisors for Moran Wealth Management, Llc (registered 2022-09-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62bc3564-5ab6-321e-9288-875607f92c4b

First observed

Jul 29, 2015

Last observed

Sep 15, 2026 6 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.