Company Name:
SUMMIT FINANCIAL CONSULTANTS, INC.
Address:
SUITE 180, 3075 TOWNSGATE RD., WESTLAKE VILLAGE CA 91361
CRD Number:
134192/ 117943
SEC Number:
801-85186
Financial Regulator:
SEC/ FINRA
Website:
http://www.thewiseinvestor.net
Registration started
Ended
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
CDR: 200624
NEIL ELMOUCHI
started on 1998-11-30
CDR: 2193842
JOSEPH PHEIFER
JOE PHEIFER
started on 2000-04-14
CDR: 1305561
TIMOTHY MILANEY
TIM MILANEY
started on 2002-09-03
CDR: 2140952
MICHELE FORTNEY-LEACH
MICHELE ANN FORTNEY MICHELE ANN FORTNEYLEACH MICHELE ANN FORTNEY LEACH
started on 2002-09-03
CDR: 1835676
RICHARD SORENSEN
RICHARD BOWERG SORENSEN
started on 2006-09-12
CDR: 2193842
JOSEPH PHEIFER
JOE PHEIFER
ended on 2007-12-31
CDR: 1110498
GARRY EVANS
started on 2009-03-06
CDR: 5052541
KARL ORLOWSKI
KARL ORLOWSKI KARL PATRIK ORLOWSKI, AIF
started on 2010-02-17
CDR: 1110498
GARRY EVANS
ended on 2012-03-06
CDR: 6136456
KRIS KWIATKOWSKI
KRIS KWIATKOWSKI AIF KRIS KWIATKOWSKI, AIF
started on 2013-06-21
CDR: 6136456
KRIS KWIATKOWSKI
KRIS KWIATKOWSKI AIF KRIS KWIATKOWSKI, AIF
ended on 2013-11-08
CDR: 2140952
MICHELE FORTNEY-LEACH
MICHELE ANN FORTNEY MICHELE ANN FORTNEYLEACH MICHELE ANN FORTNEY LEACH
ended on 2015-03-10
CDR: 1835676
RICHARD SORENSEN
RICHARD BOWERG SORENSEN
ended on 2015-03-10
CDR: 6115452
CODY KLEIN
started on 2016-06-28
CDR: 1623946
JEFFERY SORENSEN
JEFF SORENSEN JEFFREY M SORENSEN
started on 2016-07-01
CDR: 1623946
JEFFERY SORENSEN
JEFF SORENSEN JEFFREY M SORENSEN
ended on 2018-02-15
CDR: 6240346
VIDA JATULIS
Vida M Liaukus
started on 2019-04-24
CDR: 6601815
Angela Dowling
Angela Marie Foden Angela Marie Waidelich
started on 2019-05-07
CDR: 6136456
KRIS KWIATKOWSKI
KRIS KWIATKOWSKI AIF KRIS KWIATKOWSKI, AIF
started on 2019-05-07
CDR: 6136456
KRIS KWIATKOWSKI
KRIS KWIATKOWSKI AIF KRIS KWIATKOWSKI, AIF
ended on 2019-08-20
CDR: 5052541
KARL ORLOWSKI
KARL ORLOWSKI KARL PATRIK ORLOWSKI, AIF
ended on 2019-05-28
CDR: 6601815
Angela Dowling
Angela Marie Foden Angela Marie Waidelich
ended on 2020-02-13



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