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Michael Mcgill

Summit Investments And Financial Planning

Uniontown, OH

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Current Employers
Summit Investments And Financial Planning

2853 Crows Nest Cir, Uniontown, OH 44685 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-11-22
  • OH RA
    APPROVED
    Since 2022-11-22

Branch Locations

2853 Crows Nest Cir, Uniontown, OH 44685 • 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
Huntington Bancshares Akron OH 08/2016 02/2019
First National Bank Of Pennsylvania Hermitage PA 02/2019 05/2022
Ameriprise Financial Akron OH 06/2022 Present
  • 08/2016 → 02/2019
    Huntington Bancshares
    Akron, OH
  • 02/2019 → 05/2022
    First National Bank Of Pennsylvania
    Hermitage, PA
  • 06/2022 → Present
    Ameriprise Financial
    Akron, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-14
S65 Uniform Investment Adviser Law Examination 2012-03-31
  • S66 Uniform Combined State Law Examination
    2022-07-14
  • S65 Uniform Investment Adviser Law Examination
    2012-03-31
Designations
Other Names
  • Michael David Mcgill

View on SEC IAPD

Other Firms

CAPTRUST
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ANDREWS WEALTH MANAGEMENT, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL ENTERPRISE, LLC

Other Investors

Mario C Giganti
Nathan J Bopp
Daniel Ray Harsh
Ian Thomas Dillard
Stewart Michael Schmidt
Aaron Joseph Daines
Mark William Fearigo
Mark A Muntean

Other Offices

CAPTRUST · Uniontown, OH
J.P. MORGAN SECURITIES LLC · Uniontown, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH
ANDREWS WEALTH MANAGEMENT, LLC · UNIONTOWN, OH
MML INVESTORS SERVICES, LLC · Green, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Uniontown, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Uniontown, OH
LPL ENTERPRISE, LLC · UNIONTOWN, OH

More in Uniontown, OH

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