BRAD Michael INGEGNERI is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with SUMMIT FINANCIAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FINANCIAL, LLC | 2025-07-01 | present | Yes |
| THE PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 2021-03-15 | 2025-07-08 | — |
| IVY WEALTH MANAGEMENT, INC. | 2012-08-01 | 2021-06-30 | — |
| LPL FINANCIAL LLC | 2010-07-01 | 2012-08-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2001-06-15 | 2010-07-06 | — |