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

OAK SUMMIT WEALTH MANAGEMENT, INC.

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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Dec 16, 2017

First registration

Dec 16, 2017

Dual registered

no

IAPD individual key

6889609

• Occurred

  Apr 20, 2025
  Advisor changed firm

  Michael Abraham Randall left Oak Summit Wealth Management, Inc. for Oak Summit Wealth Management, Inc. (registered 2025-03-19)

  Form ADVobserved 3 days ago
• Occurred

  May 10, 2022
  Advisor changed firm

  Michael Abraham Randall left Empirical Wealth Management for Oak Summit Wealth Management, Inc. (registered 2022-05-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:77854784-e963-8e56-d440-699d33be2eb6

First observed

Dec 16, 2017

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.