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101 Normandy Road, Casselberry, FL 32707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-22 |
| MD | RA | APPROVED | 2022-09-01 |
| IL | RA | APPROVED | 2022-08-12 |
| FL | RA | APPROVED | 2022-08-02 |
| MO | RA | APPROVED | 2022-08-01 |
Branch Locations
101 Normandy Road, Casselberry, FL 32707 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stephen V. Santoro, Mba, Llc | Naples | FL | 11/2005 | Present |
| Summit Wealth Partners, Llc | Bonita Springs | FL | 01/2016 | 08/2022 |
| Self Employed | Naples | FL | 08/2008 | Present |
| G. A. Repple & Company | Casselberry | FL | 08/2022 | Present |
1) Self-employed, DBA Doctor Financial - Stephen V. Santoro MBA LLC, 704 Goodlette Road N. # 204, Naples FL. 08/1998- Independent insurance agent, selling fixed insurance and annuities from various companies. - Started 08/1998 - non-investment related - 5 to 20 hrs. per week during trading hrs. 2) Seed for Me - DBA Stephen V. Santoro MBA LLC - Started 12/9/2022 - 704 Goodlette Road, Suite 204, Naples, FL 34102 - Founder - Internet platform Mission or ministry to raise awareness, go live online and raise volunteers and support - non-investment related - 80 hours per month - 40 during trading 3) Stephen V Santoro MBA LLC - 704 Goodlette Rd, N. #204, Naples, FL 34102 - Counsel, consulting, professional services, Insurance - Manager - Started 5/1/2004 - non-investment related - 40 hrs. per month - 20 hrs. during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-23 |
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