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Bradley David Towle

Summit Wealth Partners, LLC

Naples, FL

Orlando, 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
GA RA APPROVED 2024-09-05
MI RA APPROVED 2024-07-01
CO RA APPROVED 2024-06-27
MO RA APPROVED 2024-06-27
OH RA APPROVED 2024-06-27
TX RA APPROVED_RES 2024-06-27
VA RA APPROVED 2024-06-27
FL RA APPROVED 2016-06-24
  • GA RA
    APPROVED
    Since 2024-09-05
  • MI RA
    APPROVED
    Since 2024-07-01
  • CO RA
    APPROVED
    Since 2024-06-27
  • MO RA
    APPROVED
    Since 2024-06-27
  • OH RA
    APPROVED
    Since 2024-06-27
  • TX RA
    APPROVED_RES
    Since 2024-06-27
  • VA RA
    APPROVED
    Since 2024-06-27
  • FL RA
    APPROVED
    Since 2016-06-24

Branch Locations

999 Vanderbilt Beach Road Suite 609, Naples, FL 34108 • United States

800 N. Orange Avenue Suite 302, Orlando, FL 32801 • 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
Summit Wealth Partners, Llc Naples FL 06/2016 Present
Previous Registrations
  • 2013-01-10 → 2016-08-19
    Summit Wealth Partners, Llc
    Orlando, FL
  • 2009-10-27 → 2012-02-29
    Genesis Capital Advisors, Inc.
    Naples, FL
  • 2011-09-21 → 2012-02-29
    Genesis Wealth Advisors, Llc
    Naples, FL
  • 2009-05-26 → 2009-08-13
    J.P. Morgan Securities Llc
    Naples, FL
  • 2006-09-27 → 2008-07-25
    J.P. Morgan Securities Inc.
    Naples, FL
  • 2006-09-11 → 2006-09-27
    Banc One Securities Corporation
    Naples, FL
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-07
S66 Uniform Combined State Law Examination 2006-09-06
  • S65 Uniform Investment Adviser Law Examination
    2013-08-07
  • S66 Uniform Combined State Law Examination
    2006-09-06

View on SEC IAPD

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Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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