HK
Harold King Porter
CRD 1192910
Firms
| Firm | Role | As of |
|---|---|---|
| Summit Wealth & Retirement Planning, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Summit Wealth & Retirement Planning, Inc.
Principal, Cfo, Shareholder · 5% – 10% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗