Cetera Adds Ex-Commonwealth Team With More Than $1.1B in AUA

October 7, 2025

Summit to Drop Broker-Dealer Status and Join Another Cetera Firm

July 15, 2019

LPL Financial Recruits Community First Investment Group

February 14, 2019

LPL Financial Adds Former Wells Fargo Firm to Platform

February 8, 2019

LPL Financial Adds Former Summit Brokerage Firm to Platform

January 31, 2019

Summit: Non-Traded REITs Raised $1.2 Billion in Third Quarter 2018

December 3, 2018

Summit: Non-traded REIT Fundraising on Pace to Exceed 2017

August 23, 2018

Summit: Non-Traded BDCs Raise $112 Million During First Quarter of 2018

June 5, 2018

Summit: Perpetual Life REITs Raised 75% of Total Non-Traded REIT Equity in 1Q18

May 25, 2018

Summit: Non-Traded BDC Fundraising Declined 58% in 2017

April 9, 2018

Summit: Non-Traded REITs End 2017 with Nearly $4 Billion Raised

April 6, 2018

MacKenzie Launches Tender Offer for Summit Healthcare REIT Shares

January 31, 2018