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

Dec 2, 1991earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Dec 2, 1991

First registration

Sep 14, 2016

Dual registered

no

IAPD individual key

2191594

• Occurred

  Jul 3, 2025
  Advisor changed firm

  Ralph R Coppola left The Patriot Financial Group, Llc for Summit Financial, Llc (registered 2025-07-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fe657e8e-309a-2018-6c5d-a28a82f732db

First observed

Sep 14, 2016

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.