DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

QUINTIN ANDREW HOGREFE

Advisor at SUMMIT FINANCIAL, LLC

KIRKWOOD, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:18370d67-e2fb-04b8-3f61-c2c02d22a2b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT FINANCIAL, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 16, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 16, 2002
First registration: Apr 12, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4490049

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT FINANCIAL, LLC	Bd affiliated wealth	Nov 4, 2024	n/a	yes	KIRKWOOD, MO	Current employment
GENEX CONSULTING	Former SEC adviser	Feb 21, 2019	Mar 28, 2025	no	Kirkwood, MO	Previous registration
GENEX CONSULTING	Former SEC adviser	Nov 18, 2016	Dec 31, 2018	no	KIRKWOOD, MO	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 26, 2014	Jul 14, 2017	no	TOWN & COUNTRY, MO	Previous registration
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Feb 27, 2012	Nov 24, 2014	no	ST. LOUIS, MO\|MINNEAPOLIS, MN\|ST. LOUIS, MO\|MINNEAPOLIS, MN\|ST. LOUIS, MO	Previous registration
CLIFTON GUNDERSON WEALTH ADVISORS	Former SEC adviser	Jul 6, 2010	Feb 27, 2012	no	ST. LOUIS, MO\|ST. LOUIS, MO	Previous registration
AVANTAX PLANNING PARTNERS, INC.	Bd affiliated wealth	Apr 12, 2005	Jun 30, 2010	no	ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GENEX CONSULTING	SUMMIT FINANCIAL, LLC	Mar 28, 2025	Nov 4, 2024	-144	Firm change after gap	RIA to ibd
LPL FINANCIAL LLC	GENEX CONSULTING	Jul 14, 2017	Nov 18, 2016	-238	Firm change after gap	Other
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	LPL FINANCIAL LLC	Nov 24, 2014	Nov 26, 2014	2	Firm change	Other
CLIFTON GUNDERSON WEALTH ADVISORS	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Feb 27, 2012	Feb 27, 2012	0	Firm change	Other
AVANTAX PLANNING PARTNERS, INC.	CLIFTON GUNDERSON WEALTH ADVISORS	Jun 30, 2010	Jul 6, 2010	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
145772:299322:MO:2025-03-28	Mar 28, 2025	Nov 4, 2024	KIRKWOOD, MO	Firm change after gap
6413:145772:MO:2017-07-14	Jul 14, 2017	Nov 18, 2016	TOWN COUNTRY, MO	Firm change after gap

Relationships

Registered with (6)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Nov 4, 2024 to presentfactForm ADV
→ GENEX CONSULTINGRegistered adviserregistration: previous registration
Feb 21, 2019 to Mar 28, 2025factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 26, 2014 to Jul 14, 2017factForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 27, 2012 to Nov 24, 2014factForm ADV
→ CLIFTON GUNDERSON WEALTH ADVISORSRegistered adviserregistration: previous registration
Jul 6, 2010 to Feb 27, 2012factForm ADV
→ AVANTAX PLANNING PARTNERS, INC.Registered adviserregistration: previous registration
Apr 12, 2005 to Jun 30, 2010factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Quintin Andrew Hogrefe left Genex Consulting for Summit Financial, Llc (registered 2024-11-04)
Form ADVobserved 6 days ago