DFX Intelligence

Data Factory

RIA / WealthAdvisor28 years in industry

CHRISTOPHER LEE BISHOP

Advisor at SUMMIT FINANCIAL, LLC

STERLING, VA | ASHBURN, VA

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:2411f41d-2cf6-c893-2074-ef10a8469c5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 20, 1997 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: Oct 9, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Oct 9, 1997
First registration: Nov 20, 1997
Dual registered: no
IAPD individual key: 2932632

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	Jun 26, 2025	n/a	yes	ASHBURN, VA\|STERLING, VA	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Feb 8, 2016	Jun 25, 2025	no	Lansdowne, VA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 15, 2012	Feb 18, 2016	no	McLean, VA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Jun 27, 2011	Jul 11, 2012	no	Elkridge, MD	Previous registration
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Apr 1, 2010	Feb 22, 2011	no	CHICAGO, IL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jul 1, 2009	Mar 3, 2010	no	RESTON, VA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jun 23, 2009	Mar 3, 2010	no	RESTON, VA	Previous registration
ZACKS INVESTMENT MANAGEMENT, INC.	Mixed wealth	Jan 14, 2009	May 19, 2009	no	CHICAGO, IL	Previous registration
FISHER INVESTMENTS	Independent wealth	Aug 23, 2007	Oct 27, 2008	no	ALEXANDRIA, VA\|PLANO, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 20, 1997	Aug 7, 2007	no	FORT MYERS, FL\|VIENNA, VA	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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SUMMIT FINANCIAL, LLC	Jun 25, 2025	Jun 26, 2025	1	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Feb 18, 2016	Feb 8, 2016	-10	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	MML INVESTORS SERVICES, LLC	Jul 11, 2012	Aug 15, 2012	35	Firm change	Other
ARETE WEALTH ADVISORS, LLC	NEW ENGLAND SECURITIES CORPORATION	Feb 22, 2011	Jun 27, 2011	125	Firm change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	ARETE WEALTH ADVISORS, LLC	Mar 3, 2010	Apr 1, 2010	29	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 3, 2010	Jul 1, 2009	-245	Channel change	Other
ZACKS INVESTMENT MANAGEMENT, INC.	TD AMERITRADE, INC.	May 19, 2009	Jun 23, 2009	35	Firm change	Other
FISHER INVESTMENTS	ZACKS INVESTMENT MANAGEMENT, INC.	Oct 27, 2008	Jan 14, 2009	79	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FISHER INVESTMENTS	Aug 7, 2007	Aug 23, 2007	16	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
134139:299322:VA:2025-06-24	Jun 25, 2025	Jun 26, 2025	LANSDOWNE, VA	Firm change

Relationships

Registered with (10)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Jun 26, 2025 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Feb 8, 2016 to Jun 25, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 15, 2012 to Feb 18, 2016factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 27, 2011 to Jul 11, 2012factForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 1, 2010 to Feb 22, 2011factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 1, 2009 to Mar 3, 2010factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jun 23, 2009 to Mar 3, 2010factForm ADV
→ ZACKS INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 14, 2009 to May 19, 2009factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Aug 23, 2007 to Oct 27, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 20, 1997 to Aug 7, 2007factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Christopher Lee Bishop left Cambridge Investment Research Advisors, Inc. for Summit Financial, Llc (registered 2025-06-26)
Form ADVobserved 5 days ago