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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2024-03-26 |
| IL | RA | APPROVED | 2024-02-21 |
| NM | RA | APPROVED | 2024-02-12 |
| NC | RA | APPROVED | 2024-02-12 |
| OH | RA | APPROVED | 2024-02-12 |
| VA | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED_RES | 2024-02-09 |
Branch Locations
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
2959 Lucerne Drive Se Suite 120A, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Argi Investment Services | Louisville | KY | 06/2014 | 05/2020 |
| Summit Wealth Partners | Orlando | FL | 05/2020 | Present |
INSURANCE PRODUCTS PROVIDED THROUGH SUMMIT ASSET PROTECTION GROUP, AN AFFILIATED FIRM OF SUMMIT WEALTH PARTNERS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-19 |
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