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AP

Andrew S. Prophet

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CRD#: 4016402
AP

Professional summary


Andrew Seafus Prophet was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Andrew is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, Andrew had worked at 7 firms, which includes SUMMIT FINANCIAL GROUP INC, SUMMIT BROKERAGE SERVICES INC., CONNECTICUT INVESTMENT MANAGEMENT, NEWALLIANCE INVESTMENTS INC., BANC OF AMERICA INVESTMENT SERVICES INC., QUICK & REILLY INC., UBS FINANCIAL SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 10, 2008 - April 23, 2009

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
BRIDGEPORT, CT
Past

June 2, 2008 - April 23, 2009

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BRIDGEPORT, CT
Past

April 12, 2007 - March 4, 2008

CONNECTICUT INVESTMENT MANAGEMENT

RIA
CRD#: 110462
NEW HAVEN, CT
Past

October 4, 2006 - April 5, 2007

NEWALLIANCE INVESTMENTS, INC.

RIA
CRD#: 126880
NEW HAVEN, CT
Past

October 4, 2006 - March 4, 2008

NEWALLIANCE INVESTMENTS, INC.

BD
CRD#: 126880
NEW HAVEN, CT
Past

October 20, 2004 - October 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
BRIDGEPORT, CT
Past

October 20, 2004 - October 17, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BRIDGEPORT, CT
Past

December 4, 2002 - October 20, 2004

QUICK & REILLY, INC.

RIA
CRD#: 11217
BRIDGEPORT, CT
Past

August 14, 2001 - October 20, 2004

QUICK & REILLY, INC.

BD
CRD#: 11217
NEW YORK, NY
Past

June 16, 2000 - July 27, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2000
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/2002
General Securities Principal Examination

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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