ALLEN LEO ABBOTT is an investment adviser representative (IAR) with state registration records since 2018, appearing at 6 firms. Currently registered with SUMMIT FAMILY OFFICE SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FAMILY OFFICE SERVICES, LLC | 2025-12-15 | present | Yes |
| FACTS WEALTH & FIDUCIARY ADVISORS | 2024-09-04 | 2025-12-31 | — |
| ROBINSWOOD FINANCIAL LLC | 2022-11-16 | 2023-12-07 | — |
| OSAIC WEALTH, INC. | 2020-11-19 | 2022-11-14 | — |
| HORNOR, TOWNSEND & KENT, LLC | 2019-09-27 | 2020-11-19 | — |
| LPL FINANCIAL LLC | 2018-11-27 | 2019-05-29 | — |