DFX Intelligence
Advisors
Advisors registered through Summit Financial, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
216 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nicholas George Villano Certified Financial Planner · dual registrant | Summit Financial, LLC BD affiliated | Parsippany, Nj | Jan 3, 2019 | 11 y | 3 | 1 |
| Steve C Vujevich | Summit Financial, LLC BD affiliated | Columbus, Oh | Jun 9, 2021 | 26 y | 3 | 1 |
| Renee M Wahl | Summit Financial, LLC BD affiliated | Farmington Hills, Mi | May 7, 2021 | 14 y | 2 | 1 |
| P••••••• A•• W••• | S••••• F••••••••• L•• BD affiliated | Harleysville, Pa | Jul 3, 2024 | 27 y | 1 | 1 |
| D•••• S•••• W•••••••• dual registrant | S••••• F••••••••• L•• BD affiliated | Parsippany, Nj | Apr 1, 2021 | 38 y | 2 | 1 |
| S••••• W•••••• dual registrant | S••••• F••••••••• L•• BD affiliated | Parsippany, Nj | Dec 21, 2018 | 43 y | 3 | 1 |
| J•• C• W•••••••• Certified Financial Planner | S••••• F••••••••• L•• BD affiliated | Cincinnati, Oh | Mar 9, 2026 | 14 y | 2 | 1 |
| T••• S•••• W•••• dual registrant | S••••• F••••••••• L•• BD affiliated | Parsippany, Nj | Jan 3, 2019 | 16 y | 3 | 2 |
| R••••• M••• W•••• Chartered Financial Analyst | S••••• F••••••••• L•• BD affiliated | Sarasota, Fl | Dec 4, 2024 | 32 y | 5 | 1 |
| N••••••• P••• W••••••••• Certified Financial Planner · dual registrant | S••••• F••••••••• L•• BD affiliated | Kirkwood, Mo | Nov 4, 2024 | 10 y | 1 | 1 |
| B•••••• W•••••• W••••• dual registrant | S••••• F••••••••• L•• BD affiliated | Parsippany, Nj | Jan 3, 2024 | 33 y | 4 | 2 |
| C•••••••• D••••• W••••••• | S••••• F••••••••• L•• BD affiliated | Las Cruces, Nm | Feb 26, 2025 | 11 y | 1 | 1 |
| J••• P••••• W••••••• Certified Financial Planner | S••••• F••••••••• L•• BD affiliated | Dublin, Oh | Nov 12, 2024 | 21 y | 3 | 1 |
| J••••• S••••• Z•••••• Personal Financial Specialist · dual registrant | S••••• F••••••••• L•• BD affiliated | Miamisburg, Oh | Oct 10, 2025 | 40 y | 4 | 1 |
| S•••• C•••••••• Z••••• | S••••• F••••••••• L•• BD affiliated | Kenosha, Wi | Sep 18, 2024 | 14 y | 1 | 1 |
| T••• E••••• Z••••• | S••••• F••••••••• L•• BD affiliated | Durham, Nc | Nov 8, 2024 | 23 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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