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9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-27 |
Branch Locations
9000 Keystone Crossing Seventh Floor, Indianapolis, IN 46240 • United States
2 disclosure categories 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 Brokerage Services | Washington | DC | 12/2004 | Present |
| Summit Financial Group | Washington | DC | 12/2004 | Present |
(1) PALAZZI INTERNATIONAL LLC - 1025 Thomas Jefferson St. NW Ste 420 E , WASHINGTON, DC 20007 - PROPERTY MANAGEMENT OF CLOSELY HELD FAMILY PORTFOLIO OF REAL ESTATE. 1 HRS A MONTH ALL DURING TRADING HOURS. - COMPENSATION IS PROFITS. (2) B&B TERRA LLC, 1025 Thomas Jefferson St. NW Ste 420 E, WASHINGTON, DC 20007 - PROPERTY MANAGEMENT OF CLOSELY HELD FAMILY PORTFOLIO OF REAL ESTATE. 8 HRS A MONTH ALL DURING TRADING HOURS. - COMPENSATION IS PROFITS (3) BP Mgt, LLC - PROPERTY MANAGEMENT FOR RESIDENTIAL AND COMMERCIAL REAL ESTATE. 10 HRS A MONTH DURING TRADING HOURS. COMPENSATION IS PROFITS (4) The Baldassari Group - owner - at branch office - investment related - 120 hrs a month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-20 |
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