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 WEALTH GROUP

Current firm class

independent wealth managerderived

Book size

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

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 12, 2020

First registration

Oct 22, 2020

Dual registered

yes, broker-dealer

Other names

Michael Shelton

IAPD individual key

7241526

• Occurred

  Apr 25, 2022
  Advisor changed firm

  Robert Michael Shelton left Mml Investors Services, Llc for Commonwealth Financial Network (registered 2022-04-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcdcfd34-3f0a-69dd-79f6-191b8a41a983

First observed

Oct 22, 2020

Last observed

Sep 15, 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.