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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 22, 2023 | n/a | yes | EXETER, NH | Current employment |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Sep 30, 2013 | Jan 27, 2016 | no | WHITE RIVER JUNCTION, VT | Previous registration |
| Mariner | Independent wealth | Jan 24, 2011 | Oct 1, 2013 | no | OVERLAND PARK,, KS | Previous registration |
| NEW ENGLAND SECURITIES CORPORATION | Former SEC adviser | Aug 2, 2010 | Oct 3, 2013 | no | WOODSTOCK, VT|BOSTON, MA|BOSTON, MA | Previous registration |
| VERAVEST INVESTMENT ADVISORS, INC. | n/a | Sep 14, 2001 | Jul 17, 2003 | no | CHARLESTOWN, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | SUMMIT WEALTH GROUP LLC | Jan 27, 2016 | Aug 22, 2023 | 2,764 | Firm change after gap | Other |
| NEW ENGLAND SECURITIES CORPORATION | Mariner | Oct 3, 2013 | Jan 24, 2011 | -983 | Firm change after gap | Other |
| Mariner | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Oct 1, 2013 | Sep 30, 2013 | -1 | Firm change | Other |
| VERAVEST INVESTMENT ADVISORS, INC. | NEW ENGLAND SECURITIES CORPORATION | Jul 17, 2003 | Aug 2, 2010 | 2,573 | Firm change after gap | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 134139:282205:VT:2016-01-26 | Jan 27, 2016 | Aug 22, 2023 | WHITE RIVER JUNCTION, VT | Firm change after gap |