Inactive

Jeremy Reid Rowley

Summit Wealth LLC

Claim This Profile

Current Employers

Summit Wealth Llc

547 E. Grand Ave., Haysville, KS 67060 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2024-11-19

KS RA
APPROVED

Since 2024-11-19

Branch Locations

547 E. Grand Ave., Haysville, KS 67060 • 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

Organization	City	State	From	To
Sr Accounting Service Inc.	Haysville	KS	01/2018	Present
Summit Wealth Llc	Haysville	KS	09/2024	Present
Sr Accounting Service Inc.	Haysville	KS	01/2013	01/2018

01/2018 → Present

Sr Accounting Service Inc.

Haysville, KS
09/2024 → Present

Summit Wealth Llc

Haysville, KS
01/2013 → 01/2018

Sr Accounting Service Inc.

Haysville, KS

Other Businesses

Jeremy Rowley is a tax advisor for SR Accounting Service Inc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-09-20

S65 Uniform Investment Adviser Law Examination

2024-09-20

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC

VOYA FINANCIAL ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PFS INVESTMENTS INC.

MARKET INVESTMENT GROUP, LLC

Other Investors

Mark A Richards

Todd Alan Rhodes

MATTHEW JAMES HUDSON

CIARA M Wickham

JEFFREY SCOTT SMITH

VAUGHN GENE NUN

Will Sittenauer

Other Offices

EDWARD JONES · HAYSVILLE, KS

EDWARD JONES · HAYSVILLE, KS

LPL FINANCIAL LLC · HAYSVILLE, KS

LPL FINANCIAL LLC · DERBY, KS

EDWARD JONES · DERBY, KS

VOYA FINANCIAL ADVISORS, INC. · DERBY, KS

LPL FINANCIAL LLC · WICHITA, KS

EDWARD JONES · DERBY, KS

More in Haysville, KS

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor