Alice Regan is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with SUMMITPOINT CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMITPOINT CAPITAL MANAGEMENT | 2025-09-25 | present | Yes |
| CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC | 2025-05-09 | 2025-07-18 | — |