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Investment Adviser Firm Summary

AMERICAN ELITE RETIREMENT, LLC (CRD# 152499)
Alternate Names: AMERICAN ELITE RETIREMENT , AMERICAN ELITE RETIREMENT, LLC , AZALEA WEALTH MANAGEMENT , BRIZENDINE ADVISOR SERVICES , COLORADO ELITE RETIREMENT PLANNING , CORNERSTONE CAPITAL MANAGEMENT , FAMILY WEALTH MANAGEMENT & INCOME SOLUTIONS , FREDERICK ADVISORS , NORTHPOINT FINANCIAL SERVICES , SENIOR ADVISOR SERVICES , SUMMIT RETIREMENT INVESTMENT ADVISORS , VENMARK ENTERPRISES , WRENN ADVISORY SERVICES


The investment adviser you have selected is NOT currently registered and is NOT filing reports with the SEC or any state.

(Last Form ADV Filed On 03/28/2014)

REGISTRATION STATUS


SEC / JURISDICTION REGISTRATION STATUS _ EFFECTIVE DATE
SEC Terminated 10/06/2010
Arkansas Terminated 10/23/2013
California Terminated 11/22/2013
Colorado Terminated 12/16/2013
Florida Terminated 12/26/2013
Georgia Terminated 12/12/2013
Idaho Terminated 09/17/2013
Illinois Terminated 09/17/2013
Indiana Terminated 12/17/2013
Iowa Terminated 12/10/2014
Kentucky Terminated 07/01/2013
Maine Terminated 12/26/2013
Maryland Terminated 09/19/2013
Minnesota Terminated 12/12/2013
Missouri Terminated 09/17/2013
New Jersey Terminated 11/04/2013
North Carolina Terminated 10/23/2013
Ohio Terminated 10/23/2013
Oklahoma Terminated 10/23/2013
Oregon Terminated 09/17/2013
Pennsylvania Terminated 10/23/2013
Tennessee Terminated 05/31/2013
Texas Terminated 12/26/2013
Virginia Terminated 09/17/2013
Washington Terminated 10/02/2013
West Virginia Terminated 09/17/2013
Wisconsin Terminated 01/02/2014

NOTICE FILINGS


Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any accompanying amendments filed with the SEC. These filings are called "notice filings". Below are the states with which the firm you selected makes its notice filings. Also listed is the date the firm first became notice filed or registered in each state.


Not Currently Notice Filed


EXEMPT REPORTING ADVISERS


Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.


Not Currently an Exempt Reporting Adviser