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, 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

Mar 31, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Mar 31, 1989

First registration

Jul 31, 2001

Dual registered

no

IAPD individual key

1912402

• Occurred

  Jan 14, 2025
  Advisor changed firm

  Todd Malone Parsons left Raymond James Financial Services Advisors, Inc for Summit Financial, Llc (registered 2025-01-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:63c80461-da3e-0792-bb9e-4d073bfcc9df

First observed

Jul 31, 2001

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.