Donald Ryan McCloskey
Chief Compliance OfficerSummit Wealth & Retirement Planning, Inc.CRD 4579225
About Donald Ryan McCloskey
Donald Ryan McCloskey is listed as Chief Compliance Officer at Summit Wealth & Retirement Planning, Inc. in Eagle, ID. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Summit Wealth & Retirement Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Donald Ryan McCloskey work?
Donald Ryan McCloskey is listed as Chief Compliance Officer at Summit Wealth & Retirement Planning, Inc. on SEC Form ADV.
How much of Summit Wealth & Retirement Planning, Inc. does Donald Ryan McCloskey own?
Form ADV reports a beneficial ownership band of Under 5%.
Summit Wealth & Retirement Planning, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |