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Omar Bhangia

Summit Wealth Partners, LLC

Orlando, FL

Naples, FL

Naples, 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
FL RA APPROVED 2026-01-07
  • FL RA
    APPROVED
    Since 2026-01-07

Branch Locations

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

Naples, FL • United States

999 Vanderbilt Beach Road Suite 609, Naples, FL 34108 • 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
Fifth Third Wealth Advisors Llc Naples FL 11/2021 01/2026
Us Bank Wealth Management Naples FL 03/2018 11/2021
Pnc Naples FL 10/2016 03/2018
Sabadell Bank & Trust Naples FL 12/2011 10/2016
Summit Wealth Partners, Llc Orlando FL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-21
  • S65 Uniform Investment Adviser Law Examination
    2023-02-21

View on SEC IAPD

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