Inactive

Jeffrey Scott Greer

Stone Summit Wealth LLC

Claim This Profile

Current Employers

Stone Summit Wealth Llc

Miami, FL • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-03-29
TX	RA	APPROVED_RES	2022-03-28

FL RA
APPROVED

Since 2022-03-29
TX RA
APPROVED_RES

Since 2022-03-28

Branch Locations

Miami, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Noesis Capital Management	Boca Raton	FL	12/2014	03/2022
Stone Point Wealth	Miami	FL	03/2022	Present

12/2014 → 03/2022

Noesis Capital Management

Boca Raton, FL
03/2022 → Present

Stone Point Wealth

Miami, FL

Previous Registrations

2014-01-10 → 2022-03-15

Noesis Capital Management Corp

Boca Raton, FL
2010-08-12 → 2014-01-23

Hightower Advisors, Llc

Chicago, IL
2006-01-11 → 2011-11-14

Cypress Capital Group

Palm Beach, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-12-28

S65 Uniform Investment Adviser Law Examination

2005-12-28

Other Names

Jeffrey Greer

View on SEC IAPD

More in Miami, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor