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

Ron M. Amir

Summit Financial, LLCBD affiliatedNewport Beach, Cadual registrantIAPD 4565409

Certified Financial Planner

Feed of 09/14/2026

Also filed as Ron Amir

At current firm

1 y

since Jul 11, 2025

In the industry

23 y

since Mar 29, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

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 Jul 11, 2025 · Newport Beach, Ca
Clarity Capital Partners former
Jun 2, 2023 to Sep 30, 2025 · Newport Beach, Ca
Western International Securities former
Feb 20, 2019 to May 31, 2023 · Westlake Village, Ca
J.P. Morgan Securities LLC wirehouse
Oct 1, 2012 to Mar 6, 2019 · Torrance, Ca
Chase Investment Services Corp. former
Mar 8, 2010 to Oct 1, 2012 · Los Angeles, Ca
Ameriprise Financial Services, LLC national BD
Nov 11, 2008 to Feb 24, 2010 · Los Angeles, Ca

Moves

a registration end followed by a registration begin elsewhere

Clarity Capital Partners to Summit Financial, LLC
left Sep 30, 2025, registered Jul 11, 2025 (-81 days) · RIA to affiliated broker-dealer or bank · moved with a team
Western International Securities to Clarity Capital Partners
left May 31, 2023, registered Jun 2, 2023 (2 days) · Affiliated broker-dealer or bank to independent RIA
J.P. Morgan Securities LLC to Western International Securities
left Mar 6, 2019, registered Feb 20, 2019 (-14 days) · Wirehouse to independent RIA
Chase Investment Services Corp. to J.P. Morgan Securities LLC
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Chase Investment Services Corp.
left Feb 24, 2010, registered Mar 8, 2010 (12 days) · Other

Signals

Ron M. Amir left Clarity Capital Partners for Summit Financial, Llc (registered 2025-07-11)
Sep 30, 2025 · Advisor changed firm · fact
Ron M. Amir left Western International Securities for Clarity Capital Partners (registered 2023-06-02)
May 31, 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address