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Summit Financial Services Group Inc
595 South Federal Highway
Suite 500
Phone: (561) 338-2800p:561 338-2800 Boca Raton, FL  33432  United States Fax: (845) 427-2530f:845 427-2530
This company was Merged or Acquired on 6/11/2014.
This company ceased filing statements with the SEC on 6/12/2014.
This company is no longer actively traded on any major stock exchange.
This is a Subsidiary, click here for the Parent Company
Business Summary
Summit Financial Services Group, Inc. (SFSG) financial services holding company. The Company provides a range of securities brokerage and investment services to primarily individual investors. The Company’s subsidiary is Summit Brokerage Services, Inc. (Summit Brokerage). Summit Brokerage also sells insurance products, predominantly variable and fixed annuities and life insurance, under licenses held by its SBS Insurance Agency of Florida, Inc. (SBSIA) subsidiary. Summit Brokerage also provides asset management and investment advisory services. Its financial advisors offer a range of investment products and services. The investment products and services offered include mutual funds, annuities, insurance, individual stocks and bonds, and managed money accounts. In June 2014, RCS Capital Corp acquired Summit Financial Services Group Inc.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
-------

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/201412/31/2013YesYesYes-Yes

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6311 Life insurance
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Chairman of the Board, President, Chief Executive Officer Marshall T.Leeds 57 2/26/2004 5/22/2002
Chief Financial Officer, Executive Vice President, Secretary, Director Steven C.Jacobs 52 2/26/2004 2/1/2003
Independent Director Sanford B.Cohen 55 2/1/2004 2/1/2004
Independent Director Paul D.DeStefanis 52 2/1/2004 2/1/2004
Independent Director William L.Harvey 57 2/1/2004 2/1/2004

Business Names
Business Name
SBS Financial Advisors, Inc.
SBS Insurance Agency of Florida, Inc.
SBS of California Insurance Agency, Inc.
7 additional Business Names available in full report.

General Information
Outstanding Shares: 22,064,039 (As of 5/9/2014)
Shareholders: 170
Stock Exchange: OTC
Federal Tax Id: 050577932
Fax Number: (845) 427-2530


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