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Advisor at BRC MANAGEMENT LLC
WINDERMERE, FL
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 |
|---|---|---|---|---|---|---|
| BRC MANAGEMENT LLC | State registered | Nov 18, 2025 | n/a | yes | WINDERMERE, FL | Current employment |
| SUMMIT WEALTH PARTNERS, LLC | Former SEC adviser | Sep 9, 2011 | Nov 30, 2011 | no | ORLANDO, FL | Previous registration |
| SUMMIT WEALTH MANAGEMENT, INC | Former SEC adviser | May 12, 1993 | Nov 30, 2011 | no | OCOEE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH MANAGEMENT, INC | SUMMIT WEALTH PARTNERS, LLC | Nov 30, 2011 | Sep 9, 2011 | -82 | Firm change after gap | Other |
| SUMMIT WEALTH PARTNERS, LLC | BRC MANAGEMENT LLC | Nov 30, 2011 | Nov 18, 2025 | 5,102 | Firm change after gap | Other |