Unclaimed Profile

Steven Mark Cervantes

SUMMIT CAPITAL SOLUTIONS LLC·BRENTWOOD, Tennessee

SIE, Series 7, Series 10, Series 14, Series 24, Series 28, Series 53, Series 66, Series 99TOClean record21 years registeredSUMMIT CAPITAL SOLUTIONS LLC

6 CADILLAC DRIVE, BRENTWOOD, TN 37027CRD# 3150234Firm CRD# 281478

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Mark Cervantes · BRENTWOOD, TN

Registration

CRD #3150234 · SUMMIT CAPITAL SOLUTIONS LLC · 21 years registered

Brand Profile

Not yet started

Career History

SUMMIT CAPITAL SOLUTIONS LLC

Jun 2021 – present

VIRTUE CAPITAL MANAGEMENT, LLC

Jan 2021 – present

K STREET CAPITAL PARTNERS

Jan 2019 – Jun 2020

ST. LOUIS, MO

LARSON FINANCIAL GROUP, LLC

Oct 2017 – Oct 2018

SAINT LOUIS, MO

WEALTHFRONT

Nov 2015 – Jun 2016

REDWOOD CITY, CA

PRINCOR FINANCIAL SERVICES CORPORATION

Jun 2015 – Oct 2015

SAN JOSE, CA

FOOTHILL SECURITIES, INC.

May 2014 – Dec 2014

Santa Clara, CA

QUESTAR ASSET MANAGEMENT, INC.

Jan 2012 – May 2014

MINNEAPOLIS, MN

MORGAN KEEGAN & COMPANY, INC.

Jun 2005 – Nov 2009

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 10

Series 14

Series 24

Series 28

Series 53

Series 66

Series 99TO

Registration record

First registered · June 22, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SUMMIT CAPITAL SOLUTIONS LLC

CRD 281478 · SEC 801-106842

Employees

Total firm employees

Services offered by SUMMIT CAPITAL SOLUTIONS LLC

Per Form ADV

Other

View all advisors at SUMMIT CAPITAL SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Steven Mark Cervantes offer?

Steven Mark Cervantes is a registered financial advisor in BRENTWOOD, Tennessee. Contact their office for details on services offered.

What are Steven Mark Cervantes's credentials?

Steven Mark Cervantes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Mark Cervantes located?

Steven Mark Cervantes is based in BRENTWOOD, Tennessee, working with SUMMIT CAPITAL SOLUTIONS LLC. Their office serves clients in the BRENTWOOD metropolitan area and surrounding communities.

How does Steven Mark Cervantes charge for services?

Steven Mark Cervantes's firm is compensated through other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUMMIT CAPITAL SOLUTIONS LLC?

SUMMIT CAPITAL SOLUTIONS LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

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