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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

TitleSenior Managing Director And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2010

Summit Wealth Group, LLC

TitleTrustee
Ownership50-75%
Control personYes
Since2001