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• <H3> Main Navigation
• <H1> 
• <H1> UPDATE FROM RECEIVER- March 15, 2017 On March 15, 2017, the Receiver filed his Eighth Interim Report with the Federal District Court.  Click below to read the report. Eighth_Report.pdf 47.2 KB
• <H1> UPDATE FROM RECEIVER- December 30, 2016 On December 30, 2016, the Receiver filed his Seventh Interim Report with the Federal District Court.  Click below to read the report. Seventh_Report.pdf 33.0 KB UPDATE FROM RECEIVER - November 17, 2016
• <H5> On October 15, 2015, The Honorable William S. Duffey, Jr., United States District Court Judge for the Northern District of Georgia, entered an opinion and order which approved Receiver Robert D. Terry’s “Motion for Approval of Settlement of Disputed Claim and Settlement Agreement and for Entry of Bar Order.” The opinion and order are available for download below.Duffey_order_101615.pdf 157.8 KB
• <H2> 
• <H5> On July 24, 2015, Receiver Robert D. Terry mailed a Notice of Receiver's Motion for Approval of Settlement of Disputed Claims and Settlement Agreement, and for Entry of a Bar Order to former employees of Summit and other interested parties. The Notice, and the Motion for Approval of Settlement of Disputed Claims, and for Entry of Bar Order referred to in the Notice, are available for download below.Notice_of_Receivers_Motion_for_Approval_of_Settlement_of_Disputed_Claim.pdf 632.6 KB1_Receivers_Motion_to_Approve_Settlement_051615_Clean.pdf 68.8 KB2_Exhibits_A-C_to_the_Motion_for_Approval.pdf 2.1 MB
• <H5> On May 21, 2015, Receiver Robert D. Terry (“Receiver”) filed a Motion for Approval of Settlement of Disputed Claims and Settlement Agreement, and for Entry of Bar Order (the “Motion”), seeking Court approval of a proposed settlement (the “Settlement”) with Federal Insurance Company (“Federal”).  If the Court grants the Motion, certain claims or potential claims belonging to Summit Wealth Management (“Summit”) and former employees of Summit (collectively, “Insureds”), namely claims Insureds have or may have under an errors and omissions policy issued by Federal and insuring Summit and its employees, will be barred.
• <H6> 

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