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 PLANNING GROUP, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Feb 21, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Feb 21, 1992

First registration

Oct 31, 1995

Dual registered

yes, broker-dealer

IAPD individual key

1139343

• Occurred

  Dec 31, 2024
  Advisor changed firm

  Brian Vincent Onofrio left Summit Planning Group, Llc for Independent Advisers Group Corp (registered 2001-03-28)

  Form ADVobserved 5 days ago
• Occurred

  Aug 24, 2024
  Advisor changed firm

  Brian Vincent Onofrio left Summit Asset Management, Llc for Osaic Fs, Inc. (registered 2017-01-11)

  Form ADVobserved 5 days ago
• Occurred

  Jun 21, 2024
  Advisor changed firm

  Brian Vincent Onofrio left Osaic Fs, Inc. for Lpl Financial Llc (registered 2024-06-12)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef9fca95-23b7-dab8-1341-676a5349d2a7

First observed

Oct 31, 1995

Last observed

Sep 14, 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.