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Chad Aaron Warrick

Summit Wealth Partners, LLC

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
LA RA APPROVED 2024-04-12
NJ RA APPROVED 2024-04-09
MI RA APPROVED 2024-03-29
CA RA APPROVED 2024-03-28
CO RA APPROVED 2024-03-28
NC RA APPROVED 2024-03-28
PA RA APPROVED 2024-03-28
VA RA APPROVED 2024-03-28
WI RA APPROVED 2024-03-28
OH RA APPROVED 2024-03-27
TX RA APPROVED_RES 2024-03-27
GA RA APPROVED 2016-08-16
FL RA APPROVED 2016-07-07
SC RA APPROVED 2016-07-02
  • LA RA
    APPROVED
    Since 2024-04-12
  • NJ RA
    APPROVED
    Since 2024-04-09
  • MI RA
    APPROVED
    Since 2024-03-29
  • CA RA
    APPROVED
    Since 2024-03-28
  • CO RA
    APPROVED
    Since 2024-03-28
  • NC RA
    APPROVED
    Since 2024-03-28
  • PA RA
    APPROVED
    Since 2024-03-28
  • VA RA
    APPROVED
    Since 2024-03-28
  • WI RA
    APPROVED
    Since 2024-03-28
  • OH RA
    APPROVED
    Since 2024-03-27
  • TX RA
    APPROVED_RES
    Since 2024-03-27
  • GA RA
    APPROVED
    Since 2016-08-16
  • FL RA
    APPROVED
    Since 2016-07-07
  • SC RA
    APPROVED
    Since 2016-07-02

Branch Locations

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 Orlando FL 12/2015 Present
Previous Registrations
  • 2011-07-29 → 2016-08-19
    Summit Wealth Partners, Llc
    Orlando, FL
  • 2010-08-09 → 2012-10-05
    Summit Wealth Management, Inc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-03
S63 Uniform Securities Agent State Law Examination 2000-02-25
  • S65 Uniform Investment Adviser Law Examination
    2010-05-03
  • S63 Uniform Securities Agent State Law Examination
    2000-02-25

View on SEC IAPD

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