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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-05-20 |
| CT | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2019-08-19 |
| TX | RA | APPROVED_RES | 2019-08-16 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • 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 Brokerage Services | Boca Raton | FL | 02/2003 | Present |
| Summit Financial Group | Boca Raton | FL | 02/2003 | Present |
| A.G.P. / Alliance Global Partners | Boca Raton | FL | 08/2019 | Present |
(1) MIDWAY ROAD PARTNERS LLC; NOT INVESTMENT RELATED; PORT ST. LUCIE, FLORIDA; REAL ESTATE INVESTMENT; 25% LIMITED PARTNER OWNERSHIP; 12/01/2002; APPX 0 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; NONE (2) FYI NETWORKS, INC.; NOT INVESTMENT RELATED; 7050 WEST PALMETTO PARK RD. SUITE 15 BOX 332 BOCA RATON, FL 33433; NEWS INFORMATION CONTENT WEBSITE (FYI.COM; 5% PASSIVE PARTNER/INVESTOR; STARTED IN 2021; NO HOURS/MONTH; NO HOURS/MONTH DURING TRADING; ADVISOR ON BUSINESS AND PLAN FOR FUTURE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-15 |
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