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Summit Investment Advisory Group LLC CRD 306690
$57.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
639 Red Lion Road, Huntingdon Valley, PA 19006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-28 |
| GA | RA | APPROVED | 2023-08-28 |
| AL | RA | APPROVED | 2023-05-05 |
| CT | RA | APPROVED | 2022-09-01 |
| MO | RA | APPROVED | 2022-08-23 |
| MD | RA | APPROVED | 2022-03-02 |
| VA | RA | APPROVED | 2021-09-03 |
| TN | RA | APPROVED | 2021-08-24 |
| TX | RA | APPROVED | 2021-08-05 |
| OH | RA | APPROVED | 2021-07-27 |
| FL | RA | APPROVED | 2021-06-08 |
| NJ | RA | APPROVED | 2021-05-14 |
| NC | RA | APPROVED | 2021-04-16 |
| PA | RA | APPROVED | 2020-10-07 |
Branch Locations
639 Red Lion Road, Huntingdon Valley, PA 19006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Univest Bank & Trust Co. | Souderton | PA | 07/2002 | 10/2020 |
| Girard Investment Services, Llc | King Of Prussia | PA | 07/2002 | 10/2020 |
| Girard Advisory Services, Llc | King Of Prussia | PA | 03/2015 | 10/2020 |
| Summit Financial Group, Inc. | Huntingdon Valley | PA | 10/2020 | Present |
| Summit Investment Advisory Group Llc | Huntingdon Valley | PA | 10/2020 | Present |
Summit Financial Group, Inc.; Huntingdon Valley, PA; Insurance Agent since 01/2020; investment related; selling insurance products; 25 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-05-24 |
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