Richard John Urciuoli
President & Chief Compliance OfficerSummit Planning Group, Inc.CRD 1239283
About Richard John Urciuoli
Richard John Urciuoli is listed as President & Chief Compliance Officer at Summit Planning Group, Inc. in E. Syracuse, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Summit Planning Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Richard John Urciuoli work?
Richard John Urciuoli is listed as President & Chief Compliance Officer at Summit Planning Group, Inc. on SEC Form ADV.
How much of Summit Planning Group, Inc. does Richard John Urciuoli own?
Form ADV reports a beneficial ownership band of Over 75%.
Summit Planning Group, Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 1986 |