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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-28 |
| NC | RA | APPROVED | 2024-03-26 |
| FL | RA | APPROVED | 2016-07-15 |
Branch Locations
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Partners, Llc | Orlando | FL | 12/2015 | Present |
| Summit Asset Protection Group, Llc | Orlando | FL | 01/2014 | Present |
| Tax And Business Solutions Llc | Daytona Beach | FL | 03/2022 | Present |
SUMMIT ASSET PROTECTION GROUP, LLC; ORLANDO FL, AGENT/SOLICITOR. 01/2014-PRESENT, INVESTMENT RELATED, SELL FIXED INSURANCE AND ANNUITIES FROM VARIOUS COMPANIES, APPROXIMATELY 20 HRS/MONTH DURING SECURITIES TRADING HOURS Mr. Dickens is a managing shareholder of Legacy Business Design LLC specializing in closely held business merger and acquisition consulting. Non investment-related. 4 hrs/mo (none during trading hours). DEBARY FL. Subcontracted starting 8/2021. Mr. Dickens is also a partner in Tax and Business Solutions LLC providing tax, accounting, payroll and business advisory services. Non investment-related. 120 hrs/mo. <40 hrs during trading hours. DAYTONA BEACH FL. Started 3/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-11 |
| S66 | Uniform Combined State Law Examination | 2013-08-07 |
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