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 GLOBAL INVESTMENTS, LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Jun 1, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Apr 14, 2019

First registration

Aug 24, 2020

Dual registered

no

Other names

Cesar Duenas

IAPD individual key

7065708

• Occurred

  Oct 31, 2022
  Advisor changed firm

  Cesar Duenas Sanchez left Fidelity Personal And Workplace Advisors for Summit Global Investments, Llc (registered 2022-11-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bafaf3e2-a9ab-c355-a825-73ace6905fc7

First observed

Aug 24, 2020

Last observed

Sep 14, 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.