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Advisor at SUMMIT INVESTMENT ADVISORY GROUP LLC
HUNTINGDON VALLEY, PA
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 INVESTMENT ADVISORY GROUP LLC | State registered | Oct 7, 2020 | n/a | yes | HUNTINGDON VALLEY, PA | Current employment |
| GIRARD ADVISORY SERVICES, LLC | Independent wealth | Mar 25, 2015 | Oct 16, 2020 | no | SOUDERTON, PA|DOYLESTOWN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GIRARD ADVISORY SERVICES, LLC | SUMMIT INVESTMENT ADVISORY GROUP LLC | Oct 16, 2020 | Oct 7, 2020 | -9 | Firm change | RIA to state RIA |