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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 23, 2023 | n/a | yes | EXETER, NH | Current employment |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Sep 15, 2008 | no | LEBANON, NH | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Oct 13, 2006 | Apr 2, 2007 | no | WEST LEBANON, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY & CO. LLC | SUMMIT WEALTH GROUP LLC | Sep 15, 2008 | Aug 23, 2023 | 5,455 | Firm change after gap | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |