SUMMER ANNE ROBERTS is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with FAMILY CAPITAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FAMILY CAPITAL ADVISORS, LLC | 2018-03-28 | present | Yes |
| BISON WEALTH, LLC | 2014-02-10 | 2021-07-12 | — |
| APRIO WEALTH MANAGEMENT, LLC | 2012-08-16 | 2014-02-10 | — |
| MORGAN KEEGAN & COMPANY, LLC | 2007-04-05 | 2012-04-11 | — |