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

May 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Sep 6, 2019

First registration

Jan 28, 2021

Dual registered

no

Other names

JAY CHARLES WEISLOGEL|JAY WEISLOGEL|JAY CHARLES EDWARD WEISLOGEL

IAPD individual key

6066698

• Occurred

  Mar 10, 2026
  Advisor changed firm

  Jay C Weislogel left Wells Fargo Advisors for Summit Financial, Llc (registered 2026-03-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c879a30b-0614-1522-8001-83e37e59e364

First observed

Jan 28, 2021

Last observed

Sep 14, 2026 7 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.