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CRD#: 143727
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FIRM PROFILE
Assets Under Management:No Information
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Total Number of HNWI Clients:No Information
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Where the Statistical Data for SUMMIT SECURITIES GROUP LLC Comes From
Understanding the Statistics for SUMMIT SECURITIES GROUP LLC and How They Compare to Other Firms Through Our Analysis
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Firm Disclosures
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FIRM INFORMATION
Established
Delaware since 01/29/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SUMMIT SECURITIES GROUP LLC
JS
Jenna Reigh Shermoen
IAR
RR
CRD#: 6485599
Location:
Minneapolis, MN 55402
Company:
RIVERBRIDGE
Disclosures:
Experience:
7 years
DS
Dion Allen Stumpo
PR
CRD#: 7409494
Location:
Duluth, GA 30099-0001
Company:
PFS INVESTMENTS INC.
Disclosures:
Experience:
4 years
Kenneth Ray Tucker JR
IAR
RR
CRD#: 6244448
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