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RIA / WealthAdvisor32 years in industry

SHARON KAY HOOPER

Advisor at SUMMIT WEALTH PARTNERS, LLC

ORLANDO, FL | Grand Rapids, MI

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Search this name across graphsid dfx:ria:67cbbdf6-2177-91dd-c511-59fe0ae61d4b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 11, 2005 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 WEALTH PARTNERS, 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: Sep 19, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 11
Exams: S63|S65
First exam: Sep 19, 1994
First registration: May 11, 2005
Dual registered: no
Other names: SHARI MCINTYRE|SHARON MCINTYRE|SHARON KAY HOLCOMB|SHARI KAY HOLCOMB|SHARI K. HOOPER|SHARON KAY MCINTYRE
IAPD individual key: 2530269

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 WEALTH PARTNERS, LLC	Independent wealth	Feb 9, 2024	n/a	yes	ORLANDO, FL\|Grand Rapids, MI	Current employment
CFG REGISTERED INVESTMENT ADVISORS	Former SEC adviser	Jan 20, 2015	Mar 2, 2015	no	GRAND RAPIDS, MI	Previous registration
CERITY PARTNERS OCIO LLC	Institutional manager	Jul 1, 2014	May 26, 2020	no	NEW YORK, NY\|GRAND RAPIDS, MI	Previous registration
CFG REGISTERED INVESTMENT ADVISORS	Former SEC adviser	May 11, 2005	Dec 31, 2014	no	GRAND RAPIDS, MI	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
CERITY PARTNERS OCIO LLC	CFG REGISTERED INVESTMENT ADVISORS	May 26, 2020	Jan 20, 2015	-1,953	Firm change after gap	Other
CFG REGISTERED INVESTMENT ADVISORS	SUMMIT WEALTH PARTNERS, LLC	Mar 2, 2015	Feb 9, 2024	3,266	Firm change after gap	Other
CFG REGISTERED INVESTMENT ADVISORS	CERITY PARTNERS OCIO LLC	Dec 31, 2014	Jul 1, 2014	-183	Firm change after gap	Other

Relationships

Registered with (3)

→ SUMMIT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Feb 9, 2024 to presentfactForm ADV
→ CERITY PARTNERS OCIO LLCRegistered adviserregistration: previous registration
Jul 1, 2014 to May 26, 2020factForm ADV
→ CFG REGISTERED INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Jan 20, 2015 to Mar 2, 2015factForm ADV

Dated events

No dated event names this entity yet.