Theodore Joseph Spinardi
Senior Managing Director And Chief Compliance OfficerSummit Wealth Group, LLCCRD 2302532
About Theodore Joseph Spinardi
Theodore Joseph Spinardi is listed as Senior Managing Director And Chief Compliance Officer at Summit Wealth Group, LLC in Tulsa, OK. Form ADV reports a beneficial ownership band of Over 75%. Theodore Joseph Spinardi is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Summit Wealth Group, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Theodore Joseph Spinardi work?
Theodore Joseph Spinardi is listed as Senior Managing Director And Chief Compliance Officer at Summit Wealth Group, LLC on SEC Form ADV.
How much of Summit Wealth Group, LLC does Theodore Joseph Spinardi own?
Form ADV reports a beneficial ownership band of Over 75%.
Summit Wealth Group, LLC
| Title | Senior Managing Director And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |
Summit Wealth Group, LLC
| Title | Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2001 |