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Advisor at SUMMIT FINANCIAL, LLC
ALBUQUERQUE, NM
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL, LLC | Bd affiliated wealth | Feb 26, 2025 | n/a | yes | ALBUQUERQUE, NM | Current employment |
| CROW FINANCIAL ADVISORS | Former SEC adviser | May 4, 2017 | May 9, 2025 | no | ALBUQUERQUE, NM | Previous registration |
| CROW FINANCIAL ADVISORS | Former SEC adviser | Jan 8, 2002 | Dec 31, 2016 | no | ALBUQUERQUE, NM | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CROW FINANCIAL ADVISORS | SUMMIT FINANCIAL, LLC | May 9, 2025 | Feb 26, 2025 | -72 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 114077:299322:NM:2025-05-09 | May 9, 2025 | Feb 26, 2025 | ALBUQUERQUE, NM | Firm change after gap |