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

SECOND SUMMIT WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Apr 10, 2006

Dual registered

no

IAPD individual key

5128934

• Occurred

  Apr 1, 2024
  Advisor changed firm

  Sabrina Francis Lowell left Fort Point Capital Partners Llc for Second Summit Wealth Management, Llc (registered 2022-11-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e6b89872-8d9e-e183-f915-85c22b8cb1bf

First observed

Apr 10, 2006

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.