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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Pleasanton | CA | 12/1995 | 08/2024 |
| Charles Schwab Bank | Pleasanton | CA | 02/2005 | 08/2024 |
| Raymond James Financial Services, Inc. | San Ramon | CA | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | San Ramon | CA | 08/2024 | Present |
| Summit Financial Group Llc | San Ramon | CA | 08/2024 | Present |
(1)Name of Business: Summit Financial Group, LLC Address: 2633 Camino Ramon Ste 200, San Ramon, CA, 94583-2174, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/06/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor- work directly with clients and advising on wealth management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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