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.

Current firm

SUMMA CAPITAL MANAGEMENT LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 16, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

20derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Feb 16, 2006

First registration

Mar 3, 2022

Dual registered

no

IAPD individual key

1905309

• Occurred

  Jul 21, 2023
  Advisor departed, no destination yet

  Brian Allan Schaffield no longer registered at Thepartners Wealth Management; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:54d7056d-ea40-e021-08e1-b1e6f4028de6

First observed

Mar 3, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.