SUMMIT WEALTH PARTNERS, INC of ORLANDO, FL is an SEC-registered investment adviser (CRD 134620). Regulatory assets under management: $378.0M.
| Name | Role | Location |
|---|---|---|
| BROWNE JOSEPH MAJETTE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BROWNE BARBARA SALTER | SHAREHOLDER | — |
| ALLECA ANGELO ANTHONY | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| BROWNE BARBARA FALTER | SHAREHOLDER | — |
| KOVACS WILLIAM PATRICK MICHAEL | GENERAL COUNCIL; GENERAL COUNSEL | — |
| LEVIN MITCHELL LEE | CEO; CEO AND MANAGING DIRECTOR; MANAGING MEMBER | — |
| PRINT JASON PATRICK | MEMBER; SENIOR FINANCIAL PLANNER; SENIOR WEALTH ADVISOR & PORTFOLIO MANAGER | — |
| WARRICK CHAD AARON | CCO AND SENIOR WEALTH ADVISOR; MEMBER; SENIOR WEALTH ADVISOR & CIO (+1 more) | — |
| CERVONE DAVID PAUL | CHIEF COMPLIANCE OFFICER | — |