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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

Ron M. Amir

Advisor at SUMMIT FINANCIAL, LLC

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:d2179373-1c78-e56e-05af-9e45bb2ea45a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Nov 11, 2008 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 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 29, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 29, 2003
First registration: Nov 11, 2008
Dual registered: yes, broker-dealer
Other names: Ron Amir|Mehran Amir-Teymoori|Mehran Amirteymoori|Mehran Ron Amir-Teymoori|Mehran R. Amir-Teymoori
IAPD individual key: 4565409

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 FINANCIAL, LLC	Bd affiliated wealth	Jul 11, 2025	n/a	yes	NEWPORT BEACH, CA	Current employment
CLARITY CAPITAL PARTNERS	Former SEC adviser	Jun 2, 2023	Sep 30, 2025	no	NEWPORT BEACH, CA	Previous registration
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Feb 20, 2019	May 31, 2023	no	Westlake Village, CA\|Torrance, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Mar 6, 2019	no	TORRANCE, CA\|TORRANCE, CA\|TORRANCE, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Mar 8, 2010	Oct 1, 2012	no	LOS ANGELES, CA\|TORRANCE, CA\|TORRANCE, CA\|BEVERLY HILLS, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 11, 2008	Feb 24, 2010	no	Los Angeles, CA	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
CLARITY CAPITAL PARTNERS	SUMMIT FINANCIAL, LLC	Sep 30, 2025	Jul 11, 2025	-81	Firm change after gap	RIA to ibd
WESTERN INTERNATIONAL SECURITIES	CLARITY CAPITAL PARTNERS	May 31, 2023	Jun 2, 2023	2	Firm change	Ibd to RIA
J.P. MORGAN SECURITIES LLC	WESTERN INTERNATIONAL SECURITIES	Mar 6, 2019	Feb 20, 2019	-14	Firm change	Wirehouse to RIA
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Feb 24, 2010	Mar 8, 2010	12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129898:299322:CA:2025-09-30	Sep 30, 2025	Jul 11, 2025	NEWPORT BEACH, CA	Firm change after gap

Relationships

Registered with (6)

→ SUMMIT FINANCIAL, LLCRegistered adviserregistration: current employment
Jul 11, 2025 to presentfactForm ADV
→ CLARITY CAPITAL PARTNERSRegistered adviserregistration: previous registration
Jun 2, 2023 to Sep 30, 2025factForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Feb 20, 2019 to May 31, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Mar 6, 2019factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Mar 8, 2010 to Oct 1, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 11, 2008 to Feb 24, 2010factForm ADV

Dated events

Occurred
Sep 30, 2025
Advisor changed firm
Ron M. Amir left Clarity Capital Partners for Summit Financial, Llc (registered 2025-07-11)
Form ADVobserved 5 days ago
Occurred
May 31, 2023
Advisor changed firm
Ron M. Amir left Western International Securities for Clarity Capital Partners (registered 2023-06-02)
Form ADVobserved 5 days ago