TJ
Theodore Joseph Spinardi
CRD 2302532
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Summit Wealth Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Summit Wealth Group, Llc
Senior Managing Director And Chief Compliance Officer · 75% or more · May 2024
-
Summit Wealth Group, Llc
Trustee · 50% – 75% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗