# SUMMIT FINANCIAL SERVICES GROUP INC — Form D

SUMMIT FINANCIAL SERVICES GROUP INC of Boca Raton, FL, a company, filed a Form D exempt-offering notice with the SEC on 2014-05-29. The offering totals $256K, of which $27K was reported sold. Industry: Other Banking and Financial Services.

## Offering

- Filed: 2014-05-29
- Form: D
- Accession: 0001209191-14-037651
- Industry: Other Banking and Financial Services
- Exemptions: 06b
- Total offering: $256K
- Amount sold: $27K
- Remaining: $229K
- Investors: 2
- Date of first sale: 2014-05-27
- Security types: equity
- Revenue range: $25,000,001 - $100,000,000
- SEC file number: 021-218221

## Issuer

- Name: SUMMIT FINANCIAL SERVICES GROUP INC
- CIK: 0001261436
- Entity type: Corporation
- Jurisdiction: FLORIDA
- Address: 595 S Federal Hwy, Boca Raton, FL, 33432
- Phone: 561-338-2800

## Officers, directors & promoters (14)

| Name | Role | Location |
| --- | --- | --- |
| Sanford B Cohen | Director | Boca Raton, FL |
| Paul D DeStefanis | Director | Boca Raton, FL |
| William L Harvey | Director | Boca Raton, FL |
| Steven C Jacobs | Director | Boca Raton, FL |
| Marshall Leeds | Director | Boca Raton, FL |
| Steven C Jacobs | Executive Officer | Boca Raton, FL |
| Marshall Leeds | Executive Officer | Boca Raton, FL |
| Marshall T Leeds | Director | Boca Raton, FL |
| Marshall T Leeds | Executive Officer | Boca Raton, FL |
| William T Harvey | Director | Boca Raton, FL |
| Steven T Jacobs | Director | Boca Raton, FL |
| Steven T Jacobs | Executive Officer | Boca Raton, FL |
| Sanford T Cohen | Director | Boca Raton, FL |
| Paul T DeStefanis | Director | Boca Raton, FL |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2013-12-31](https://search.stillhousedata.com/formd/0001209191-13-058862) | D | $280K | $29K |
| [2010-11-29](https://search.stillhousedata.com/formd/0001261436-10-000003) | D | $8K | — |

## More

- [CIK 1261436 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1261436&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001209191-14-037651.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.