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

SUMMIT FINANCIAL ADVISORS, INC.

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

Jul 7, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Jul 7, 2006

First registration

Jan 26, 2007

Dual registered

no

IAPD individual key

5112691

Graph

RIA / Wealth Management

Canonical id

dfx:ria:585eff04-ce24-0bcc-3051-87bf75dbf053

First observed

Jan 26, 2007

Last observed

Sep 14, 2026 7 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.