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Abigail Hurlburt

Summit Wealth Group LLC

Exeter, NH

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Current Employers
Summit Wealth Group Llc

20B Hampton Road, Exeter, NH 03833 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-08-22
  • VT RA
    APPROVED
    Since 2023-08-22

Branch Locations

20B Hampton Road, Exeter, NH 03833 • 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 Group Llc White River Junction VT 01/2016 Present
Purshe Kaplan Sterling Investments Albany NY 01/2016 Present
  • 01/2016 → Present
    White River Junction, VT
  • 01/2016 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
  • 2013-09-30 → 2016-01-27
    White River Junction, VT
  • 2010-08-02 → 2013-10-03
    New England Securities
    Woodstock, VT
    Boston, MA
    Boston, MA
  • 2011-01-24 → 2013-10-01
    Overland Park,, KS
  • 2001-09-14 → 2003-07-17
    Veravest Investment Advisors, Inc.
    Charlestown, MA
Other Businesses

1)Summit Wealth Group, LLC, Investment related, White River Junction, VT, Registered Investment Advisor, Partner, 2016, 40 hrs/month, 40 hrs during trading hrs 2)Commonwealth Planning Group, not investment related, Boston, MA, Group Benefits Planning, Outsources group benefits to commonwealth planning, 2012-present, 1 hour/year 3) COMMONWEALTH ADVANTAGE. Group benefits, Boston, MA, 01/2007, 0 hrs/month, 0 during trading hrs, refers clients who need group benefits to them. 4)Weston playhouse theatre group, not investment related, Main ST, Weston, VT, theater production, BOARD MEMBER, SINCE 10/2015, 5 HOURS PER MONTH, NONE DURING TRADING. Reviews and assists in business decisions as it relates to the theater company. 5) upper valley hostel, not investment related, 17 E south st, hanover, NH, housing for families & patients of DMHC, Board Member, 11/2015, 1 hr/month, 0 during trading hrs, reviews & assists in management decisions related to the business. 6) Purshe Kaplan Sterling Financial, not investment related, 18 Corporate Woods Blvd, Albany, NY 12211, insurance, insurance agent, 01/2016, 15/hrs a month, 0 during trading hrs, reviews & manages insurance related business for clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-03
S63 Uniform Securities Agent State Law Examination 1999-12-06
  • S65 Uniform Investment Adviser Law Examination
    2001-05-03
  • S63 Uniform Securities Agent State Law Examination
    1999-12-06
Designations
Other Names
  • Abigail M Lechthaler
  • Abby L Hurlburt
  • Abigail Lechthaler Hurlburt

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