Richard John Urciuoli appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Richard John Urciuoli appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-04-09 | Form ADV | SUMMIT PLANNING GROUP, INC. | PRESIDENT & CHIEF COMPLIANCE OFFICER | E. SYRACUSE, NY |