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Chad Philip Trevithick

Summit Financial, LLC

Raleigh, NC

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-01
  • NC RA
    APPROVED
    Since 2025-01-01

Branch Locations

7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Services, Inc. Raleigh NC 10/2015 12/2017
Lpl Financial Llc Raleigh NC 01/2018 08/2019
Secrest Blakey & Associates Llc Raleigh NC 01/2018 11/2019
Southeast Financial Group (Dba) Raleigh NC 01/2018 12/2024
Liberty Partners Financial Services, Llc. Raleigh NC 08/2019 10/2025
Summit Financial, Llc Parsippany NJ 10/2024 Present
Modern Capital Securities, Inc. Raleigh NC 10/2025 Present
  • 10/2015 → 12/2017
    Bb&T Investment Services, Inc.
    Raleigh, NC
  • 01/2018 → 08/2019
    Lpl Financial Llc
    Raleigh, NC
  • 01/2018 → 11/2019
    Secrest Blakey & Associates Llc
    Raleigh, NC
  • 01/2018 → 12/2024
    Southeast Financial Group (Dba)
    Raleigh, NC
  • 08/2019 → 10/2025
    Liberty Partners Financial Services, Llc.
    Raleigh, NC
  • 10/2024 → Present
    Summit Financial, Llc
    Parsippany, NJ
  • 10/2025 → Present
    Modern Capital Securities, Inc.
    Raleigh, NC
Previous Registrations
  • 2018-02-07 → 2024-12-31
    Southeast Financial Group
    Raleigh, NC
  • 2015-10-05 → 2017-12-21
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Raleigh, NC
    Cary, NC
    Holly Springs, NC
  • 2012-09-06 → 2015-10-07
    Lpl Financial Llc
    Raleigh, NC
    Morrisville, NC
  • 2010-01-15 → 2012-09-07
    New England Securities
    Chicago, IL
    Schaumburg, IL
  • 2007-04-23 → 2009-10-29
    Money Concepts Capital Corp
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Wilmington, NC
  • 2003-07-24 → 2006-05-11
    Ameriprise Financial Services, Llc
    Owings Mills, MD
    Owings Mills, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-03
  • S66 Uniform Combined State Law Examination
    2003-07-03
Designations

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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