DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Edward Scott Campbell

Summit Financial, LLCBD affiliatedDublin, Ohdual registrantIAPD 2713030

Feed of 09/14/2026

Also filed as E. Scott Campbell

At current firm

0 y

since Oct 10, 2025

In the industry

30 y

since Mar 1, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Summit Financial, LLC BD affiliated current
since Oct 10, 2025 · Dublin, Oh
Brass Tax Wealth Management former
Sep 28, 2023 to Dec 22, 2025 · Dublin, Oh
LPL Financial LLC BD affiliated
Feb 14, 2018 to Dec 22, 2023 · Dublin, Oh
Invest Financial Corporation former
Jul 11, 2006 to Feb 14, 2018 · Cincinnati, Oh
Mutual Service Corporation unclassified
Feb 18, 2003 to Jul 10, 2006 · Westerville, Oh

Moves

a registration end followed by a registration begin elsewhere

Brass Tax Wealth Management to Summit Financial, LLC
left Dec 22, 2025, registered Oct 10, 2025 (-73 days) · RIA to affiliated broker-dealer or bank
LPL Financial LLC to Brass Tax Wealth Management
left Dec 22, 2023, registered Sep 28, 2023 (-85 days) · Affiliated broker-dealer or bank to independent RIA
Invest Financial Corporation to LPL Financial LLC
left Feb 14, 2018, registered Feb 14, 2018 (0 days) · corporate re-registration, not a move
Mutual Service Corporation to Invest Financial Corporation
left Jul 10, 2006, registered Jul 11, 2006 (1 days) · Other

Signals

Edward Scott Campbell left Brass Tax Wealth Management for Summit Financial, Llc (registered 2025-10-10)
Dec 22, 2025 · Advisor changed firm · fact
Edward Scott Campbell left Lpl Financial Llc for Brass Tax Wealth Management (registered 2023-09-28)
Dec 22, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address