SUMMER N CAUDLE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 3 firms. Currently registered with SCISSORTAIL WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SCISSORTAIL WEALTH MANAGEMENT, LLC | 2025-01-08 | present | Yes |
| SCISSORTAIL WEALTH MANAGEMENT, LLC | 2018-11-09 | 2022-12-31 | — |
| UBS FINANCIAL SERVICES INC. | 2009-03-11 | 2018-11-19 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-01-08 | 2009-02-11 | — |