| Date | Description |
|---|
| 2023-10-20 |
update website_status FlippedRobots => FailedRobots |
| 2023-09-23 |
update website_status FailedRobots => FlippedRobots |
| 2023-09-05 |
update website_status FlippedRobots => FailedRobots |
| 2023-08-08 |
update website_status OK => FlippedRobots |
| 2023-06-02 |
update person_title Keith Soltis: CO - General Agent, Managing Director; Member of the Executive Team; CO - General Agent, Managing Director Read More => Member of the Executive Team; Director of Wealth Management, President, Summit Risk Management; Director of Wealth Management, President, Summit Risk Management Read More |
| 2023-03-19 |
delete person Kevin D. Barry |
| 2023-03-19 |
delete solution_pages_linkeddomain businesswire.com |
| 2023-03-19 |
delete solution_pages_linkeddomain citywireusa.com |
| 2023-03-19 |
insert solution_pages_linkeddomain investmentnews.com |
| 2023-02-15 |
delete cto Steve Pfundstein |
| 2023-02-15 |
delete otherexecutives Noreen Brown |
| 2023-02-15 |
delete person Craig Amico |
| 2023-02-15 |
update person_title Craig Weiss: Chief Compliance Officer Read More; Chief Compliance Officer at Summit Financial LLC; Member of the Executive Team; Chief Compliance Officer => Chief Compliance Officer Read More; Chief Compliance Officer Years of Experience; Chief Compliance Officer at Summit Financial LLC; Member of the Executive Team |
| 2023-02-15 |
update person_title David Porro: Director of Insurance; Director of Insurance Read More; Member of the Executive Team; Member of the Professional Strategy Team => Director of Insurance Years of Experience; Member of the Professional Strategy Team; Member of the Executive Team; CLU®, ChFC® Director of Insurance |
| 2023-02-15 |
update person_title Jenna Bloomgarden: Director of Marketing and Advisor Development Read More; Member of the Executive Team; Director of Marketing and Advisor Development => Director of Marketing and Advisor Development Years of Experience; Director of Marketing and Advisor Development Read More; Member of the Executive Team |
| 2023-02-15 |
update person_title Noreen Brown: Investment Officer; Chief Wealth Strategist at Summit Financial LLC; Deputy Chief; Member of the Executive Team; Member of the Professional Strategy Team; Deputy Chief Investment Officer Read More => Deputy Chief Investment Officer Years of Experience; Member of the Executive Team; Member of the Professional Strategy Team; Deputy Chief Investment Officer Read More; Deputy Chief Investment Officer at Summit Financial LLC |
| 2023-02-15 |
update person_title Steve Pfundstein: Chief Technology Officer; Chief Technology Officer Read More; Member of the Executive Team; Chief Technology Officer at Summit Financial LLC => Chief Technology Officer Read More; Member of the Executive Team; Chief Technology Officer at Summit Financial LLC; Chief Technology Officer Years of Experience |
| 2023-02-15 |
update person_title Steven Melnick: Associate Director Investment Management Read More; Associate Director Investment Management Years of Experience; Member of the Professional Strategy Team => Director of Investment Management Years of Experience; Member of the Professional Strategy Team; Director of Investment Management Read More |
| 2023-02-15 |
update person_title Tara Pizzutillo: Director of Investment Operations Read More; Member of the Executive Team; Director of Investment Operations at Summit Financial LLC => Senior Director of Operations at Summit Financial LLC; Member of the Executive Team; Senior Director of Operations Read More |
| 2022-11-15 |
delete person Eric Jimenez |
| 2022-10-15 |
delete chiefinvestmentofficer Steven Weinman |
| 2022-10-15 |
insert otherexecutives Noreen Brown |
| 2022-10-15 |
insert president Steven Weinman |
| 2022-10-15 |
delete solution_pages_linkeddomain investmentnews.com |
| 2022-10-15 |
insert index_pages_linkeddomain wealthplanadv.com |
| 2022-10-15 |
insert index_pages_linkeddomain weinermanwealth.com |
| 2022-10-15 |
insert person Kevin D. Barry |
| 2022-10-15 |
insert solution_pages_linkeddomain businesswire.com |
| 2022-10-15 |
insert solution_pages_linkeddomain citywireusa.com |
| 2022-10-15 |
update person_title Noreen Brown: Chief Wealth Strategist Read More; Chief Wealth Strategist at Summit Financial LLC; Member of the Executive Team; Member of the Professional Strategy Team => Investment Officer; Chief Wealth Strategist at Summit Financial LLC; Member of the Executive Team; Deputy Chief; Member of the Professional Strategy Team; Deputy Chief Investment Officer Read More |
| 2022-10-15 |
update person_title Steven Weinman: Member of the Professional Strategy Team; Member of the Executive Team; President Years of Experience; President Read More; Chief Investment Officer => Member of the Professional Strategy Team; Member of the Executive Team; President Years of Experience; President; President Read More |
| 2022-06-13 |
insert solution_pages_linkeddomain investmentnews.com |
| 2022-03-12 |
delete person Eric Jiminez |
| 2022-03-12 |
delete person Nate Pugliese |
| 2022-03-12 |
insert person Keith Soltis |
| 2021-09-28 |
delete otherexecutives Nate Pugliese |
| 2021-09-28 |
delete president Steven Weinman |
| 2021-09-28 |
delete about_pages_linkeddomain finra.org |
| 2021-09-28 |
delete contact_pages_linkeddomain finra.org |
| 2021-09-28 |
delete index_pages_linkeddomain finra.org |
| 2021-09-28 |
delete management_pages_linkeddomain finra.org |
| 2021-09-28 |
delete partner_pages_linkeddomain finra.org |
| 2021-09-28 |
delete solution_pages_linkeddomain finra.org |
| 2021-09-28 |
insert about_pages_linkeddomain sec.gov |
| 2021-09-28 |
insert contact_pages_linkeddomain sec.gov |
| 2021-09-28 |
insert index_pages_linkeddomain sec.gov |
| 2021-09-28 |
insert management_pages_linkeddomain sec.gov |
| 2021-09-28 |
insert partner_pages_linkeddomain sec.gov |
| 2021-09-28 |
insert solution_pages_linkeddomain sec.gov |
| 2021-09-28 |
update person_title Brandon Smith: Member of the Executive Team; Member of the Professional Strategy Team; Director of Integrated Planning Group Read More; Director of Integrated Planning Group Credentials => Director of Integrated Planning Group Years of Experience; Member of the Executive Team; Member of the Professional Strategy Team; Director of Integrated Planning Group Read More |
| 2021-09-28 |
update person_title Craig Amico: Associate Director Investment Management Read More; Member of the Professional Strategy Team; Associate Director Investment Management Credentials => Associate Director Investment Management Read More; Associate Director Investment Management; Member of the Professional Strategy Team |
| 2021-09-28 |
update person_title Nate Pugliese: LLC As the Executive Vice President; National Sales Director Read More; Member of the Executive Team; National Sales Director => LLC As the Executive Vice President; National Sales Director Read More; National Sales Director Years of Experience; Member of the Executive Team |
| 2021-09-28 |
update person_title Steven Melnick: Associate Director Investment Management Read More; Associate Director Investment; Member of the Professional Strategy Team => Associate Director Investment Management Read More; Associate Director Investment Management Years of Experience; Member of the Professional Strategy Team |
| 2021-09-28 |
update person_title Steven Weinman: Member of the Professional Strategy Team; Member of the Executive Team; President; President Read More; Chief Investment Officer => Member of the Executive Team; Member of the Professional Strategy Team; President Years of Experience; President Read More; Chief Investment Officer |
| 2021-08-26 |
delete about_pages_linkeddomain goo.gl |
| 2021-08-26 |
delete about_pages_linkeddomain synergistdigitalmedia.com |
| 2021-08-26 |
delete about_pages_linkeddomain twitter.com |
| 2021-08-26 |
delete address 1 Harding Rd, Suite 100
Red Bank, NJ 07701 |
| 2021-08-26 |
delete address 100 Mill Plain Rd
Danbury, CT 06811 |
| 2021-08-26 |
delete address 1025 Westchester Avenue, Suite 318
White Plains, NY 10604 |
| 2021-08-26 |
delete address 1180 Avenue of the Americas, Suite 811
New York, NY 10036 |
| 2021-08-26 |
delete address 191 Washington Street
Morristown, NJ 07960 |
| 2021-08-26 |
delete address 217 Willow Avenue, Unit 1
Hoboken, NJ 07030 |
| 2021-08-26 |
delete address 225 Gordons Corner Rd., Suite 2J
Manalapan, NJ 07726 |
| 2021-08-26 |
delete address 27555 Executive Drive, Suite 190
Farmington Hills, MI 48331-3550 |
| 2021-08-26 |
delete address 300 Harvest Ridge Rd.
Stratford, CT 06614 |
| 2021-08-26 |
delete address 4 Campus Dr, Parsippany, NJ 07054 |
| 2021-08-26 |
delete address 4 Campus Drive Parsippany, New Jersey 07054 |
| 2021-08-26 |
delete address 475 Wall Street
Princeton, NJ 08540 |
| 2021-08-26 |
delete address 6 West 18th Street, 10th Floor
New York, NY 10011 |
| 2021-08-26 |
delete address 620 E Broad Street, Ste E
Columbus, OH 43215 |
| 2021-08-26 |
delete address 68 East Court Street
Doylestown, PA 18901 |
| 2021-08-26 |
delete address 80 State Street, Albany NY 12207 |
| 2021-08-26 |
delete contact_pages_linkeddomain goo.gl |
| 2021-08-26 |
delete contact_pages_linkeddomain synergistdigitalmedia.com |
| 2021-08-26 |
delete contact_pages_linkeddomain twitter.com |
| 2021-08-26 |
delete fax 973-285-3666 |
| 2021-08-26 |
delete index_pages_linkeddomain goo.gl |
| 2021-08-26 |
delete index_pages_linkeddomain synergistdigitalmedia.com |
| 2021-08-26 |
delete index_pages_linkeddomain twitter.com |
| 2021-08-26 |
insert about_pages_linkeddomain merchantim.com |
| 2021-08-26 |
insert alias Summit Financial Holdings, LLC |
| 2021-08-26 |
insert alias Summit Growth Partners |
| 2021-08-26 |
insert alias SummitVantage TM |
| 2021-08-26 |
insert index_pages_linkeddomain advocuspw.com |
| 2021-08-26 |
insert index_pages_linkeddomain kandorglobal.com |
| 2021-08-26 |
insert index_pages_linkeddomain vardhanwealth.com |
| 2021-08-26 |
update person_title Craig Amico: Senior Investment Analyst => Associate Director Investment Management Read More; Member of the Professional Strategy Team; Associate Director Investment Management Credentials |
| 2021-08-26 |
update person_title Steven Melnick: Senior Investment Analyst => Associate Director Investment Management Read More; Associate Director Investment; Member of the Professional Strategy Team |
| 2021-07-24 |
insert address 191 Washington Street
Morristown, NJ 07960 |
| 2021-07-24 |
insert address 620 E Broad Street, Ste E
Columbus, OH 43215 |
| 2021-05-22 |
insert address 27555 Executive Drive, Suite 190
Farmington Hills, MI 48331-3550 |
| 2021-04-06 |
delete person Joe Rowek |
| 2021-01-27 |
delete chro Sarah Rich |
| 2021-01-27 |
insert otherexecutives Sarah Rich |
| 2021-01-27 |
delete address 12 Lower Center Street
Clinton, NJ 08809 |
| 2021-01-27 |
insert address 68 East Court Street
Doylestown, PA 18901 |
| 2021-01-27 |
insert person James Rabasca |
| 2021-01-27 |
insert person Jenna Bloomgarden |
| 2021-01-27 |
update person_title Sarah Rich: Director of Human Resources; Director of Human Resources at Summit Financial LLC => Chief Administrative Officer at Summit Financial LLC; Chief Administrative Officer |
| 2020-10-07 |
delete otherexecutives Steve Pfundstein |
| 2020-10-07 |
insert cto Steve Pfundstein |
| 2020-10-07 |
delete address 4454 Main Street, 1st Floot
Kingston, NJ 08528 |
| 2020-10-07 |
delete person Brian Loreti |
| 2020-10-07 |
insert address 475 Wall Street
Princeton, NJ 08540 |
| 2020-10-07 |
insert person Eric Jimenez |
| 2020-10-07 |
insert person Frank Bardales |
| 2020-10-07 |
update person_title Steve Pfundstein: Director of Information Technology => Chief Technology Officer |
| 2020-06-03 |
delete address 18 Corporate Woods Blvd., Albany, NY 12211 |
| 2020-06-03 |
insert address 80 State Street, Albany NY 12207 |
| 2020-05-04 |
delete person Michelle McIntyre |
| 2020-05-04 |
insert person Ed Friedman |
| 2020-04-03 |
delete address 117 Washington Street, 3rd Floor
Hoboken, NJ 07030 |
| 2020-04-03 |
delete address 2112 Oyster Reef Lane
Mt Pleasant, SC 29644 |
| 2020-04-03 |
delete source_ip 146.66.71.221 |
| 2020-04-03 |
insert address 100 Mill Plain Rd
Danbury, CT 06811 |
| 2020-04-03 |
insert address 217 Willow Avenue, Unit 1
Hoboken, NJ 07030 |
| 2020-04-03 |
insert person Tara Pizzutillo |
| 2020-04-03 |
insert source_ip 35.209.17.154 |
| 2020-04-03 |
update person_title Michelle McIntyre: Director of Growth and Business Development => Director of Growth and Business Development; Head of Advisor Experience and Business Development |
| 2020-03-03 |
delete about_pages_linkeddomain facebook.com |
| 2020-03-03 |
delete contact_pages_linkeddomain facebook.com |
| 2020-03-03 |
delete index_pages_linkeddomain facebook.com |
| 2020-03-03 |
delete management_pages_linkeddomain facebook.com |
| 2020-03-03 |
delete terms_pages_linkeddomain facebook.com |
| 2020-03-03 |
insert about_pages_linkeddomain linkedin.com |
| 2020-03-03 |
insert contact_pages_linkeddomain linkedin.com |
| 2020-03-03 |
insert index_pages_linkeddomain linkedin.com |
| 2020-03-03 |
insert management_pages_linkeddomain linkedin.com |
| 2020-03-03 |
insert terms_pages_linkeddomain linkedin.com |
| 2019-10-28 |
update founded_year null => 2018 |
| 2019-10-28 |
update person_description Michelle McIntyre => Michelle McIntyre |
| 2019-09-27 |
delete address 1300 Post Road, Suite 100A
Fairfield, CT 06824 |
| 2019-09-27 |
delete person Noreen Johnston |
| 2019-09-27 |
insert address 300 Harvest Ridge Rd.
Stratford, CT 06614 |
| 2019-09-27 |
insert person Brandon Smith |
| 2019-09-27 |
insert person Brian Loreti |
| 2019-09-27 |
insert person Craig Amico |
| 2019-09-27 |
insert person Noreen Brown |
| 2019-09-27 |
insert person Steven Melnick |
| 2019-09-27 |
update person_title David Porro: Director of Insurance; Member of the PROFESSIONAL TEAM => Member of the PROFESSIONAL STRATEGY TEAM |
| 2019-07-29 |
delete about_pages_linkeddomain sec.gov |
| 2019-07-29 |
delete contact_pages_linkeddomain sec.gov |
| 2019-07-29 |
delete index_pages_linkeddomain sec.gov |
| 2019-07-29 |
delete terms_pages_linkeddomain sec.gov |
| 2019-07-29 |
insert about_pages_linkeddomain finra.org |
| 2019-07-29 |
insert address 1180 Avenue of the Americas, Suite 811
New York, NY 10036 |
| 2019-07-29 |
insert contact_pages_linkeddomain finra.org |
| 2019-07-29 |
insert index_pages_linkeddomain finra.org |
| 2019-07-29 |
insert terms_pages_linkeddomain finra.org |
| 2019-05-23 |
insert address 4 Campus Dr, Parsippany, NJ 07054 |
| 2019-01-26 |
delete person Daniel Cohen |
| 2019-01-26 |
delete person Michael S. Mirone |
| 2018-12-11 |
delete client_pages_linkeddomain summitequities.com |
| 2018-12-11 |
delete contact_pages_linkeddomain summitequities.com |
| 2018-12-11 |
delete directions_pages_linkeddomain summitequities.com |
| 2018-12-11 |
delete index_pages_linkeddomain finra.org |
| 2018-12-11 |
delete index_pages_linkeddomain summitequities.com |
| 2018-12-11 |
delete management_pages_linkeddomain dailyfinance.com |
| 2018-12-11 |
delete management_pages_linkeddomain summitequities.com |
| 2018-12-11 |
delete person Steven M. Flanders |
| 2018-12-11 |
delete terms_pages_linkeddomain finra.org |
| 2018-12-11 |
delete terms_pages_linkeddomain sipc.org |
| 2018-12-11 |
delete terms_pages_linkeddomain summitequities.com |
| 2018-12-11 |
insert alias Summit Financial, LLC |
| 2018-12-11 |
insert management_pages_linkeddomain aol.com |
| 2018-04-14 |
delete person Daniel C. Singer |
| 2018-04-14 |
insert management_pages_linkeddomain fairfieldcitizenonline.com |
| 2018-04-14 |
insert management_pages_linkeddomain journalofaccountancy.com |
| 2018-02-21 |
delete person Matthew Renov |
| 2018-02-21 |
delete source_ip 181.224.147.221 |
| 2018-02-21 |
insert source_ip 146.66.71.221 |
| 2017-11-29 |
insert management_pages_linkeddomain kiplinger.com |
| 2017-10-29 |
delete management_pages_linkeddomain reuters.com |
| 2017-10-29 |
insert management_pages_linkeddomain prnewswire.com |
| 2017-05-23 |
delete management_pages_linkeddomain alexpanascfp.com |
| 2017-05-23 |
delete management_pages_linkeddomain seic.com |
| 2017-05-23 |
insert management_pages_linkeddomain alexpanaswealthmgmt.com |
| 2017-04-05 |
delete chairman David Guangren Xi |
| 2017-04-05 |
insert person Stan Gregor |
| 2017-04-05 |
update person_title David Guangren Xi: Chairman => null |
| 2017-02-10 |
delete fax 862 233 6448 |
| 2017-02-10 |
delete person James Giordano |
| 2017-02-10 |
delete phone 862 233 6445 |
| 2017-02-10 |
insert person Matthew Renov |
| 2016-12-28 |
insert management_pages_linkeddomain alexpanascfp.com |
| 2016-10-12 |
insert management_pages_linkeddomain thetaxadviser.com |
| 2016-08-17 |
insert management_pages_linkeddomain lbellwealth.com |
| 2016-08-17 |
update person_description Larry M. Bell => Larry M. Bell |
| 2016-07-13 |
insert management_pages_linkeddomain stevenmflanders.com |
| 2015-06-12 |
insert index_pages_linkeddomain summitequities.com |
| 2014-04-28 |
delete source_ip 184.168.152.151 |
| 2014-04-28 |
insert index_pages_linkeddomain summitfinancial.com |
| 2014-04-28 |
insert source_ip 181.224.147.221 |
| 2013-08-23 |
delete source_ip 97.74.179.1 |
| 2013-08-23 |
insert source_ip 184.168.152.151 |