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5100 Wheelis Drive Suite 107, Memphis, TN 38117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TN | RA | APPROVED | 2025-01-01 |
Branch Locations
Pensacola Beach, FL • United States
5100 Wheelis Drive Suite 107, Memphis, TN 38117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Asset Management, Llc | Memphis | TN | 01/2006 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1980-05-09 |
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