Summit Financial Group Inc
Legal Name: SUMMIT FINANCIAL GROUP INC
Full Contact Details
Summit Financial Group Inc
595 S. FEDERAL HIGHWAY, SUITE 500, BOCA RATON, FL
561-338-2600
561-338-2820
Other Info
Summit Financial Group Inc, a Florida-based corporation with 353 employees, primarily consisting of 321 advisory personnel, has been serving a total of 215 clients. The firm remains legally recognized as SUMMIT FINANCIAL GROUP INC and has been approved by the SEC, with a registration date of Aug 2, 1999.
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SummitBrokerage - YouTube
Summit Brokerage Services is one of the nation's leading independent broker-dealers, providing a broad range of financial products and services through its n...
Direct Owners
-
BRETT LAMAR HARRISON
DIRECTOR owns less than 5%
-
GREGORY ALAN OLSON
ASSISTANT SECRETARY owns less than 5%
-
JOSEPH DANIEL NEARY
DIRECTOR owns less than 5%
-
MARK PAUL SHELSON
TREASURER owns less than 5%
-
MARSHALL TODD LEEDS
CHIEF EXECUTIVE OFFICER, DIRECTOR owns less than 5%
-
MATTHEW GREGORY BREGOZZO
ADVISORY CHIEF COMPLIANCE OFFICER owns less than 5%
-
STANLEY ROBERT SMILEY
VICE PRESIDENT owns less than 5%
-
STEVEN CRAIG JACOBS
VICE PRESIDENT owns less than 5%
-
SUMMIT BROKERAGE SERVICES, INC.
SOLE SHAREHOLDER owns 75% or more
Indirect Owners
-
ARETEC GROUP, INC.
SHAREHOLDER; 100% OF COMMON STOCK owns 75% or more
-
SUMMIT FINANCIAL SERVICES GROUP, INC.
HOLDING COMPANY owns 75% or more
Firms Located Nearby
- Allfinancial Partners II LLC
- Steinberg Global Asset Management Ltd
- AE Industrial Partners LP
- Encore Housing Opportunity Fund Investment Manager LLC
- Biltmore Capital Advisors LLC
- Syntax Research Inc
- ADAM Financial Associates Inc
- Peerbackers Advisory LLC
- RED Oak Partners LLC
- Baron Silver Stevens Financial Advisors LLC
News
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