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5005 W. Loomis Rd. Suite 200, Greenfield, WI 53220 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
| WA | RA | APPROVED | 2025-08-11 |
| IN | RA | APPROVED | 2025-07-09 |
| GA | RA | APPROVED | 2025-07-02 |
| NY | RA | APPROVED | 2025-06-11 |
| NC | RA | APPROVED | 2025-06-02 |
| CA | RA | APPROVED | 2025-01-01 |
| WI | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-07-23 |
| OH | RA | APPROVED | 2023-07-28 |
Branch Locations
5005 W. Loomis Rd. Suite 200, Greenfield, WI 53220 • 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 Investment Management Ltd | Milwaukee | WI | 07/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-08 |
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