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Jason Patrick Print

Summit Wealth Partners, LLC

Naples, FL

Orlando, FL

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Current Employers
Summit Wealth Partners, Llc

800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-07-02
LA RA APPROVED 2024-05-07
NM RA APPROVED 2024-03-28
CO RA APPROVED 2024-03-26
IL RA APPROVED 2024-03-26
MO RA APPROVED 2024-03-26
PA RA APPROVED 2024-03-26
TX RA APPROVED 2024-03-26
VA RA APPROVED 2024-03-26
WA RA APPROVED 2024-03-26
WI RA APPROVED 2024-03-26
CA RA APPROVED 2024-01-16
FL RA APPROVED 2024-01-16
SC RA APPROVED 2024-01-16
GA RA APPROVED 2016-08-26
NC RA APPROVED 2016-06-30
OH RA APPROVED 2016-06-30
  • AZ RA
    APPROVED
    Since 2024-07-02
  • LA RA
    APPROVED
    Since 2024-05-07
  • NM RA
    APPROVED
    Since 2024-03-28
  • CO RA
    APPROVED
    Since 2024-03-26
  • IL RA
    APPROVED
    Since 2024-03-26
  • MO RA
    APPROVED
    Since 2024-03-26
  • PA RA
    APPROVED
    Since 2024-03-26
  • TX RA
    APPROVED
    Since 2024-03-26
  • VA RA
    APPROVED
    Since 2024-03-26
  • WA RA
    APPROVED
    Since 2024-03-26
  • WI RA
    APPROVED
    Since 2024-03-26
  • CA RA
    APPROVED
    Since 2024-01-16
  • FL RA
    APPROVED
    Since 2024-01-16
  • SC RA
    APPROVED
    Since 2024-01-16
  • GA RA
    APPROVED
    Since 2016-08-26
  • NC RA
    APPROVED
    Since 2016-06-30
  • OH RA
    APPROVED
    Since 2016-06-30

Branch Locations

999 Vanderbilt Beach Road Suite 609, Naples, FL 34108 • United States

800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Wealth Partners, Llc Naples FL 12/2015 Present
Previous Registrations
  • 2011-11-16 → 2016-08-19
    Summit Wealth Partners, Llc
    Orlando, FL
  • 2006-08-17 → 2012-10-05
    Summit Wealth Management, Inc
    Orlando, FL
  • 2006-10-26 → 2006-12-31
    Summit Wealth Management,Inc
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-11-18
S63 Uniform Securities Agent State Law Examination 2002-04-29
  • S65 Uniform Investment Adviser Law Examination
    2003-11-18
  • S63 Uniform Securities Agent State Law Examination
    2002-04-29
Designations

View on SEC IAPD

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TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
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