Company Name:
SUMMIT WEALTH AND RETIREMENT PARTNERS
Alternative Name:
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Address:
55 OAK CT, SUITE 210, DANVILLE CA 94526
CRD Number:
285972/ 136918
SEC Number:
801-108910
Financial Regulator:
SEC/ FINRA
Website:
https://www.linkedin.com/company/summit-wealth-retirement-partners/
Registration started
Ended
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
CDR: 1192910
HAROLD PORTER
HAL PORTER III HAL PORTER HAROLD KING III PORTER
started on 2006-11-14
CDR: 4582239
ROBERT CUCCHIARO
ROBERT ANTHONY CUCCHIARO MR.
started on 2012-09-12
CDR: 5569471
JENNIFER BUTLER
JENNIFER K LAWRENCE
started on 2016-06-09
CDR: 4914714
NAUMDAR AKHAVAN
NAUMY AKHAVAN
started on 2016-08-11
CDR: 5569471
JENNIFER BUTLER
JENNIFER K LAWRENCE
started on 2017-01-05
CDR: 1192910
HAROLD PORTER
HAL PORTER III HAL PORTER HAROLD KING III PORTER
started on 2017-01-05
CDR: 4582239
ROBERT CUCCHIARO
ROBERT ANTHONY CUCCHIARO MR.
started on 2017-01-06
CDR: 4914714
NAUMDAR AKHAVAN
NAUMY AKHAVAN
started on 2017-01-05
CDR: 5569471
JENNIFER BUTLER
JENNIFER K LAWRENCE
ended on 2017-05-10
CDR: 1192910
HAROLD PORTER
HAL PORTER III HAL PORTER HAROLD KING III PORTER
ended on 2017-05-10
CDR: 4914714
NAUMDAR AKHAVAN
NAUMY AKHAVAN
ended on 2017-05-10
CDR: 4582239
ROBERT CUCCHIARO
ROBERT ANTHONY CUCCHIARO MR.
ended on 2017-05-10
CDR: 4579225
Donald McCloskey
DONALD R MCCLOSKEY MR DONALD R MCCLOSKEY
started on 2018-04-18
CDR: 2009675
SCOTT TERRY
started on 2019-01-18



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