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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant10 years in industry

SUMMER VAUGHAN

Advisor at GAINLINE FINANCIAL PARTNERS, LLC

LOUISVILLE, CO

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Search this name across graphsid dfx:ria:23fcd92b-3d52-776c-db4b-c22cf1007708

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 29, 2018 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: GAINLINE FINANCIAL PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Jun 28, 2018
First registration: Jun 29, 2018
Dual registered: no
Other names: Summer Alyse Koonce|Summer Alyse Vaughan
IAPD individual key: 6937261

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
GAINLINE FINANCIAL PARTNERS, LLC	Independent wealth	Dec 6, 2024	n/a	yes	LOUISVILLE, CO	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	May 31, 2024	Nov 15, 2024	no	BROOMFIELD, CO	Previous registration
FIRST COMMAND ADVISORY SERVICES	Bd affiliated wealth	Apr 3, 2019	Apr 30, 2024	no	FORT WORTH, TX	Previous registration
EDWARD JONES	National bd RIA	Jun 29, 2018	Jan 10, 2019	no	Fort Worth, TX\|ST LOUIS, MO\|FT WORTH, TX	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
FIDELITY PERSONAL AND WORKPLACE ADVISORS	GAINLINE FINANCIAL PARTNERS, LLC	Nov 15, 2024	Dec 6, 2024	21	Firm change	Ibd to RIA
FIRST COMMAND ADVISORY SERVICES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Apr 30, 2024	May 31, 2024	31	Firm change	Ibd to ibd
EDWARD JONES	FIRST COMMAND ADVISORY SERVICES	Jan 10, 2019	Apr 3, 2019	83	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ GAINLINE FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Dec 6, 2024 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
May 31, 2024 to Nov 15, 2024factForm ADV
→ FIRST COMMAND ADVISORY SERVICESRegistered adviserregistration: previous registration
Apr 3, 2019 to Apr 30, 2024factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jun 29, 2018 to Jan 10, 2019factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Summer Vaughan left Fidelity Personal And Workplace Advisors for Gainline Financial Partners, Llc (registered 2024-12-06)
Form ADVobserved 4 days ago
Occurred
Apr 30, 2024
Advisor changed firm
Summer Vaughan left First Command Advisory Services for Fidelity Personal And Workplace Advisors (registered 2024-05-31)
Form ADVobserved 4 days ago