DFX Intelligence

Data Factory

RIA / WealthAdvisor27 years in industry

JEFFREY BRANT KAUFFMAN

Advisor at SUMMIT FAMILY OFFICE SERVICES, LLC

Woodinville,, WA | Woodinville, WA

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:b8df61e3-1463-6e1b-3b6f-af43b1efc8a5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jun 3, 1999 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 FAMILY OFFICE SERVICES, LLC
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 3, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S63
First exam: Aug 30, 2011
First registration: Jun 3, 1999
Dual registered: no
Other names: JEFF KAUFFMAN
IAPD individual key: 2862943

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 FAMILY OFFICE SERVICES, LLC	State registered	Dec 19, 2024	n/a	yes	Woodinville,, WA\|Woodinville, WA	Current employment
SNIDER FINANCIAL GROUP	Independent wealth	Mar 7, 2023	Dec 23, 2024	no	BELLEVUE, WA	Previous registration
SUMMIT FAMILY OFFICE SERVICES, LLC	State registered	Jan 6, 2017	Feb 16, 2023	no	BELLEVUE, WA\|Woodinville, WA	Previous registration
CRESCITA CAPITAL LLC	n/a	Aug 13, 2015	Dec 27, 2016	no	ISSAQUAH, WA	Previous registration
CONOVER CAPITAL MANAGEMENT	Former SEC adviser	Feb 11, 2011	Apr 15, 2015	no	BELLEVUE, WA	Previous registration
CONOVER SECURITIES CORPORATION	n/a	Feb 2, 2011	Feb 20, 2015	no	BELLEVUE, WA\|BELLEVUE, WA	Previous registration
RIGEL CAPITAL LLC	n/a	Oct 16, 2003	Jun 30, 2010	no	SEATTLE, WA	Previous registration
RIGEL CAPITAL MANAGEMENT INC	n/a	Jun 3, 1999	Dec 31, 2004	no	SEATTLE , WA	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
SNIDER FINANCIAL GROUP	SUMMIT FAMILY OFFICE SERVICES, LLC	Dec 23, 2024	Dec 19, 2024	-4	Firm change	RIA to state RIA
SUMMIT FAMILY OFFICE SERVICES, LLC	SNIDER FINANCIAL GROUP	Feb 16, 2023	Mar 7, 2023	19	Firm change	Other
CRESCITA CAPITAL LLC	SUMMIT FAMILY OFFICE SERVICES, LLC	Dec 27, 2016	Jan 6, 2017	10	Firm change	Other
CONOVER CAPITAL MANAGEMENT	CRESCITA CAPITAL LLC	Apr 15, 2015	Aug 13, 2015	120	Firm change	Other
CONOVER SECURITIES CORPORATION	CONOVER CAPITAL MANAGEMENT	Feb 20, 2015	Feb 11, 2011	-1,470	Firm change after gap	Other
RIGEL CAPITAL LLC	CONOVER SECURITIES CORPORATION	Jun 30, 2010	Feb 2, 2011	217	Firm change	Other
RIGEL CAPITAL MANAGEMENT INC	RIGEL CAPITAL LLC	Dec 31, 2004	Oct 16, 2003	-442	Firm change after gap	Other

Relationships

Registered with (7)

→ SUMMIT FAMILY OFFICE SERVICES, LLCRegistered adviserregistration: previous registration
Jan 6, 2017 to Feb 16, 2023factForm ADV
→ SNIDER FINANCIAL GROUPRegistered adviserregistration: previous registration
Mar 7, 2023 to Dec 23, 2024factForm ADV
→ CRESCITA CAPITAL LLCRegistered adviserregistration: previous registration
Aug 13, 2015 to Dec 27, 2016factForm ADV
→ CONOVER CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 11, 2011 to Apr 15, 2015factForm ADV
→ CONOVER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Feb 2, 2011 to Feb 20, 2015factForm ADV
→ RIGEL CAPITAL LLCRegistered adviserregistration: previous registration
Oct 16, 2003 to Jun 30, 2010factForm ADV
→ RIGEL CAPITAL MANAGEMENT INCRegistered adviserregistration: previous registration
Jun 3, 1999 to Dec 31, 2004factForm ADV

Dated events

Occurred
Dec 23, 2024
Advisor changed firm
Jeffrey Brant Kauffman left Snider Financial Group for Summit Family Office Services, Llc (registered 2024-12-19)
Form ADVobserved 5 days ago
Occurred
Feb 16, 2023
Advisor changed firm
Jeffrey Brant Kauffman left Summit Family Office Services, Llc for Snider Financial Group (registered 2023-03-07)
Form ADVobserved 5 days ago