Data / Form D filings / SUMMIT FINANCIAL SERVICES GROUP INC
SUMMIT FINANCIAL SERVICES GROUP INC: Form D filings
SUMMIT FINANCIAL SERVICES GROUP INC, a financial services company in Boca Raton, FL, filed 3 Form D notices with the SEC between 2010 and 2014. The latest, on May 29, 2014, reports $26,800 sold of a $256,181 offering to 2 investors.
Find out what SUMMIT FINANCIAL SERVICES GROUP INC does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.
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Company details from the filing
- Address
- 595 S Federal Hwy, Suite 500, Boca Raton, FL, 33432
- Phone
- (561) 338-2800
- Industry
- Other Banking and Financial Services
- Entity type
- Corporation
- Incorporated in
- Florida
- Revenue range
- $25,000,001 - $100,000,000
- Exemptions claimed
- Rule 506(b)
- SEC identifier (CIK)
- 1261436
The full lists. Form D filings in Florida: 2,702 rows, $107.02, or the new rows each week for $19 a month. Form D filings in Other Banking and Financial Services: 1,280 rows, $64, or the new rows each week for $19 a month. Pay by card with no account. Prices exclude VAT. CSV and Excel files with the columns this page does not show (company, CIK, year incorporated, street, city, state and 5 more), which open on your screen as soon as the payment clears and come by email. For agents and scripts: every list with its row count and price is at https://specstream.ai/data/lists.json.
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| May 29, 2014 | New notice | $256,181 | $26,800 | $229,381 | 2 | May 27, 2014 | sec.gov |
| Dec 31, 2013 | New notice | $280,450 | $29,000 | $251,450 | 12 | Dec 16, 2013 | sec.gov |
| Nov 29, 2010 | New notice | $8,150 | $0 | $8,150 | 2 | Yet to occur | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Marshall Leeds | Executive Officer, Director | |
| William L Harvey | Director | |
| Steven C Jacobs | Executive Officer, Director | |
| Paul D DeStefanis | Director | |
| Sanford B Cohen | Director |
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- Cahero Nytra Holding LLC offering · Oct 14, 2026
- Movik Financial Services Inc. $325,000 · Oct 9, 2026
- Live Stream Technology Services Inc. $35.2 million · Aug 14, 2026
Every Form D from the week of May 26, 2014 · All recent filings in Florida · All recent Other Banking and Financial Services filings
Read from SEC EDGAR. Amount sold is what SUMMIT FINANCIAL SERVICES GROUP INC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.
$10 of credit on sign-up, no card.