Summit Financial Advisors Inc.
California
Registered In
01/28/2008
Incorp. Date
Company Summary
Summit Financial Advisors Inc. at 307 Poplar Valley Rd, Blairsden, Ca 96103 lists Mark R Smith and Ellen D Cantrell of Blairsden, CA as associates.
Overview
Registered In
California
Incorporation Date
Company Type
Stock Corporation - Ca - General
Status
Active
Registration Type
Domestic
Search Other Resources
People
|
Mark R Smith
Individual Agent
|
307 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
|
|
Mark R Smith
CEO
|
305 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
|
|
Mark R Smith
Chief Financial Officer
|
305 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
|
|
Mark R Smith
Director
|
305 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
|
|
Ellen D Cantrell
Director
|
307 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
|
|
Ellen D. Cantrell
Secretary
|
307 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
|
Showing current associates only (6 of 8 total associates). Create a free account to see the full associate history
Map & Locations
|
307 POPLAR VALLEY RD, BLAIRSDEN, CA 96103
View Map
|
|
|
PO BOX 1141, GRAEAGLE, CA 96103
(Mailing)
View Map
|
Financials
Financial Information for Summit Financial Advisors Inc.
Form 5500
SUMMIT FINANCIAL ADVISORS INC.
307 Poplar Valley Rd., Blairsden, Ca 96103 (775) 229-3913 EIN:42-1754719 Plan Admin:Mark Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameSUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 | 2022 | SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $0 / $0 |
| 2021 | Plan NameSUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 | 2021 | SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $0 / $0 |
| 2020 | Plan NameSUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 | 2020 | SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $0 / $0 |
| 2019 | Plan NameSUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$0 / $0 | 2019 | SUMMIT FINANCIAL ADVISORS INC. PROFIT SHARING PLAN - Plan #001 | 2 / 2 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
SUMMIT FINANCIAL ADVISORS, LLC
109 Baldwin Avenue, San Mateo, CA 94401 Veteran:No| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/14/2020 | Approved$75,900 Forgiven$76,547 LenderCustomers Bank Jobs5 | 04/14/2020 | $75,900 | $76,547 | Customers Bank | 5 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
|
Summit Financial Advisors, Inc.
Registered in Ohio
|
Cincinnati, OH | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Alabama
|
Birmingham, AL | View Report | |
|
Summit Financial Advisors Group, Inc.
Registered in Utah
|
Park City, UT | View Report | |
|
Summit Financial Advisors Inc.
Registered in Minnesota
|
Buffalo, MN | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Massachusetts
|
Milford, MA | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Florida
|
Davie, FL | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Oregon
|
Lake Oswego, OR | View Report | |
|
Summit Financial Advisors, Inc.
Registered in Pennsylvania
|
Birmingham, AL | View Report | |
|
Summit Financial Advisors, Inc.
Registered in California
|
Laguna Niguel, CA | View Report |
Address Match:307 Poplar Valley Rd Blairsden, CA
|
Plumas Pines Investors, LLC.
Registered in California
|
Blairsden, CA Blairsden Ca, CA (1 more) | View Report | |
|
Plumas Pines Realty,inc.
Registered in California
|
Blairsden, CA Graeagle, CA | View Report | |
|
Ppr Rentals, L.P.
Registered in California
|
Blairsden, CA | View Report |
Person/City Match:Mark R Smith - Blairsden, CA
|
Summit Financial Planners LLC
Registered in California
|
Blairsen, CA Blairsden, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States
Delaware, United States