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

Erik Robert Rinehold

Summit Financial, LLCBD affiliatedLansdowne, Vadual registrantIAPD 6431439

Certified Financial Planner

Feed of 09/14/2026

Also filed as Erik Robert Rinehold

At current firm

1 y

since Jun 16, 2025

In the industry

11 y

since Dec 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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 Jun 16, 2025 · Lansdowne, Va
Cambridge Investment Research Advisors, Inc. BD affiliated
Aug 2, 2024 to Jun 24, 2025 · Lansdowne, Va
Raymond James Financial Services Advisors, Inc BD affiliated
Mar 4, 2021 to Aug 5, 2024 · Leesburg, Va
Eagle Strategies LLC BD affiliated
Jan 8, 2020 to Mar 8, 2021 · Bethesda, Md
MML Investors Services, LLC BD affiliated
Apr 2, 2018 to Sep 12, 2019 · Vienna, Va
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Sep 20, 2016 to Mar 8, 2018 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to Summit Financial, LLC
left Jun 24, 2025, registered Jun 16, 2025 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
Raymond James Financial Services Advisors, Inc to Cambridge Investment Research Advisors, Inc.
left Aug 5, 2024, registered Aug 2, 2024 (-3 days) · Affiliated broker-dealer or bank to another
Eagle Strategies LLC to Raymond James Financial Services Advisors, Inc
left Mar 8, 2021, registered Mar 4, 2021 (-4 days) · Affiliated broker-dealer or bank to another
MML Investors Services, LLC to Eagle Strategies LLC
left Sep 12, 2019, registered Jan 8, 2020 (118 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to MML Investors Services, LLC
left Mar 8, 2018, registered Apr 2, 2018 (25 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Erik Robert Rinehold left Cambridge Investment Research Advisors, Inc. for Summit Financial, Llc (registered 2025-06-16)
Jun 24, 2025 · Advisor changed firm · fact
Erik Robert Rinehold left Raymond James Financial Services Advisors, Inc for Cambridge Investment Research Advisors, Inc. (registered 2024-08-02)
Aug 5, 2024 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address