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 GROUP RETIREMENT PLANNERS, INC.

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

Nov 16, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Nov 16, 1992

First registration

Oct 16, 2009

Dual registered

yes, broker-dealer

Other names

TONY FIORENZA|TONE FIORENZA|AJ FIORENZA|ANTHONY JOHN FIORENZA|ANTHONY JOHN FIORENZA, AIF

IAPD individual key

1149077

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c5143bdf-8869-bac3-26fd-da92037502cf

First observed

Oct 16, 2009

Last observed

Sep 14, 2026 7 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.