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Dennis Paul Vitori

Summit Financial Advisors, Inc.

Middletown, OH

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Current Employers
Summit Financial Advisors, Inc.

300 N. Main Street Suite 500, Middletown, OH 45042 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2007-12-20
  • OH RA
    APPROVED
    Since 2007-12-20

Branch Locations

1046 Summit Drive, Middletown, OH 45042 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corporation Cincinnati OH 09/1977 Present
The Lincoln National Life Insurance Company Cincinnati OH 09/1977 Present
Summit Financial Advisors, Inc. Middletown OH 07/2007 Present
  • 09/1977 → Present
    Lincoln Financial Advisors Corporation
    Cincinnati, OH
  • 09/1977 → Present
    The Lincoln National Life Insurance Company
    Cincinnati, OH
  • 07/2007 → Present
    Middletown, OH
Previous Registrations
  • 2003-01-21 → 2007-12-31
    Ipfp, Inc.
    Middletown, OH
Other Businesses

FINANCIAL SECURITY SOLUTIONS, LLC; INSURANCE AGENCY; MIDDLETOWN, OH; PRIMARILY LONG TERM CARE INSURANCE; CO-OWNER; LESS THAN 1 HOUR PER WEEK.

View on SEC IAPD

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