Robert Anthony Cucchiaro

Current Employers

Employment History

• 08/2012 → Present
  Summit Wealth & Retirement Partners
  San Ramon, CA
• 07/2016 → Present
  Mutual Securities, Inc.
  Eagle, ID
• 05/2014 → Present
  Summit Tax Planning Dba Data Count Tax & Financial Services
  San Ramon, CA
• 06/2018 → 12/2023
  Glg Consulting
  New York, NY
• 03/2022 → Present
  Financial Advisor Field Guide
  Eagle, ID

Previous Registrations

• 2012-09-12 → 2017-05-10
  Summit Wealth And Retirement Partners
  Danville, CA
• 2012-08-31 → 2016-07-01
  Vsr Financial Services, Inc.
  Walnut Creek, CA
  Overland Park, KS
• 2004-02-06 → 2012-09-06
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA

Other Businesses

1. Summit Tax Planning, Inc DBA Data Count Tax & Financial Services; not investment-related; 2000 Crow Canyon Place, Ste. 410, San Ramon, CA 94583; tax services; Passive Partial Owner; 5/2014; 5 hours per month; 0 hours during trading hours; tax preparation 2. Independent Insurance Agent/Sole Proprietor; not investment-related; private residence in Eagle, ID; insurance; Insurance Agent; 1/1/2005; less than 1 hour per month; 0 hours during trading hours; insurance agent 3. Summit Wealth & Retirement Planning DBA Summit Wealth & Retirement Partners, Corporation; investment-related; 2000 Crow Canyon Place, Ste. 410, San Ramon, CA 94583; RIA; President & Advisor; 8/31/12; 160 hours per month; 5 hours per day during trading hours; managing client relationships, managing the business 4. Mutual Securities, Inc.; investment-related; private address in Eagle, ID; broker dealer; Registered Representative, 7/1/2016; 20 hours per month; 10 hours during trading hours; advise clients on their variable annuity and variable universal life policies 5. Financial Advisor Field Guide; not investment-related; private address in Eagle, ID; financial advisor coaching; Owner; 3/7/2021; 20 hours per month; 4 hours per month during trading hours; provide financial advisor coaching, including website and book content currently under development 6. The Financial Advisor Field Guide - Book & Coaching Program, Start Date: 03/07/2022, 360 W Back Forty Dr., Eagle, ID 83616, LLC to be formed, Owner, I plan to offer a coaching program around practice management for new advisors in the business, Not Investment Related, 4 hours per month, 0 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-12

Designations

Other Names

• Robert Anthony Cucchiaro
• Rob Cucchiaro
• Robert Cucchiaro