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Sarah Brookes-Governo

Summit Wealth Group LLC

Exeter, NH

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Current Employers
Summit Wealth Group Llc

20B Hampton Road, Exeter, NH 03833 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2023-08-23
  • VT RA
    APPROVED
    Since 2023-08-23

Branch Locations

20B Hampton Road, Exeter, NH 03833 • 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 Group Llc White River Junction VT 09/2015 Present
Previous Registrations
  • 2007-04-02 → 2008-09-15
    Morgan Stanley & Co. Llc
    Lebanon, NH
  • 2006-10-13 → 2007-04-02
    Morgan Stanley Dw Inc.
    West Lebanon, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-15
S66 Uniform Combined State Law Examination 2006-10-12
  • S65 Uniform Investment Adviser Law Examination
    2016-07-15
  • S66 Uniform Combined State Law Examination
    2006-10-12
Other Names
  • Sarah Brookes-Governo
  • Sarah Deborah Brookes
  • Sarah Brookes-Gougrno

View on SEC IAPD

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Other Offices

EAGLE STRATEGIES LLC · EXETER, NH
EDWARD JONES · EXETER, NH
AFFINITY INVESTMENT GROUP, LLC · EXETER, NH
LEDGEWOOD WEALTH ADVISORS, LLC · EXETER, NH
LEDGEWOOD WEALTH ADVISORS, LLC · EXETER, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EXETER, NH
NEWEDGE ADVISORS · EXETER, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Exeter, NH

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