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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)17 years in industry

PEI-CHIN ANDREW

Advisor at SUMMIT FINANCIAL, LLC

DUBLIN, OH

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:58ddb6ab-1caf-e643-1400-8e168eb2969f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 21, 2009 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: Sep 18, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom 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: Sep 18, 2009
First registration: Sep 21, 2009
Dual registered: yes, broker-dealer
Other names: BONNIE ANDREW|BONNIE CHOU|PEI-CHIN CHOU|Pei-Chin Andrew
IAPD individual key: 5662191

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	Apr 23, 2025	n/a	yes	DUBLIN, OH	Current employment
HERITAGE WEALTH PARTNERS, LLC	Former SEC adviser	Mar 21, 2022	Jul 10, 2025	no	DUBLIN, OH	Previous registration
MORGAN STANLEY	Wirehouse	Oct 27, 2011	Mar 9, 2022	no	COLUMBUS, OH\|New York, NY\|COLUMBUS, OH\|SOUTH JORDAN, UT\|Columbus, OH\|Columbus, OH	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 21, 2009	Sep 6, 2011	no	COLUMBUS, OH\|DUBLIN, OH	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
HERITAGE WEALTH PARTNERS, LLC	SUMMIT FINANCIAL, LLC	Jul 10, 2025	Apr 23, 2025	-78	Firm change after gap	RIA to ibd
MORGAN STANLEY	HERITAGE WEALTH PARTNERS, LLC	Mar 9, 2022	Mar 21, 2022	12	Firm change	Wirehouse to RIA
EQUITABLE ADVISORS, LLC	MORGAN STANLEY	Sep 6, 2011	Oct 27, 2011	51	Firm change	Ibd to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
290276:299322:OH:2025-07-10	Jul 10, 2025	Apr 23, 2025	DUBLIN, OH	Firm change after gap

Relationships

Registered with (4)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Apr 23, 2025 to presentfactForm ADV
→ HERITAGE WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Mar 21, 2022 to Jul 10, 2025factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 27, 2011 to Mar 9, 2022factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 21, 2009 to Sep 6, 2011factForm ADV

Dated events

Occurred
Jul 10, 2025
Advisor changed firm
Pei-Chin Andrew left Heritage Wealth Partners, Llc for Summit Financial, Llc (registered 2025-04-23)
Form ADVobserved 3 days ago
Occurred
Mar 9, 2022
Advisor changed firm
Pei-Chin Andrew left Morgan Stanley for Heritage Wealth Partners, Llc (registered 2022-03-21)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58ddb6ab-1caf-e643-1400-8e168eb2969f
First observed: Sep 21, 2009
Last observed: Sep 14, 2026 4 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.

PEI-CHIN ANDREW

Advisor at SUMMIT FINANCIAL, LLC

DUBLIN, OH

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:58ddb6ab-1caf-e643-1400-8e168eb2969f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:14 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUMMIT FINANCIAL, LLC

Bd affiliated wealth

Apr 23, 2025

n/a

yes

DUBLIN, OH

Current employment

HERITAGE WEALTH PARTNERS, LLC

Former SEC adviser

Mar 21, 2022

Jul 10, 2025

DUBLIN, OH

Previous registration

MORGAN STANLEY

Wirehouse

Oct 27, 2011

Mar 9, 2022

Previous registration

EQUITABLE ADVISORS, LLC

National bd RIA

Sep 21, 2009

Sep 6, 2011

COLUMBUS, OH|DUBLIN, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

HERITAGE WEALTH PARTNERS, LLC

SUMMIT FINANCIAL, LLC

Jul 10, 2025

Apr 23, 2025

-78

Firm change after gap

RIA to ibd

MORGAN STANLEY

HERITAGE WEALTH PARTNERS, LLC

Mar 9, 2022

Mar 21, 2022

Firm change

Wirehouse to RIA

EQUITABLE ADVISORS, LLC

MORGAN STANLEY

Sep 6, 2011

Oct 27, 2011

Firm change

Ibd to wirehouse

Team

Left

Joined

From

Kind

290276:299322:OH:2025-07-10

Jul 10, 2025

Apr 23, 2025

DUBLIN, OH

Firm change after gap