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

Aug 1, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Personal Financial Specialist

Exams

S63

First exam

Sep 21, 1999

First registration

Mar 23, 2000

Dual registered

yes, broker-dealer

Other names

JOE ZAIDAIN

IAPD individual key

3092471

• Occurred

  Oct 28, 2025
  Advisor changed firm

  Joseph Samuel Zaidain left Brass Tax Wealth Management for Lpl Financial Llc (registered 2018-02-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5a00605-d563-72b0-032e-53121b8a94d5

First observed

Mar 23, 2000

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.