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Peter Benjamin Miller

Summit Financial Advisors, Inc.

Lebanon, OH

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Current Employers
Summit Financial Advisors, Inc.

300 N. Main Street Suite 500, Middletown, OH 45042 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
OH RA APPROVED 2007-09-13
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OH RA
    APPROVED
    Since 2007-09-13

Branch Locations

41 N Broadway St, Lebanon, OH 45036 • 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
Summit Financial Advisors, Inc. Middletown OH 07/2007 Present
Previous Registrations
  • 2003-10-22 → 2007-12-31
    Ipfp, Inc.
    Middletown , OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-20
  • S65 Uniform Investment Adviser Law Examination
    2003-10-20
Designations

View on SEC IAPD

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Other Offices

KAPSTONE FINANCIAL ADVISORS LLC · LEBANON, OH
DISCIPLINE WEALTH SOLUTIONS, INC. · LEBANON, OH
FIFTH THIRD SECURITIES, INC. · LEBANON, OH
EDWARD JONES · LEBANON, OH
LPL FINANCIAL LLC · LEBANON, OH
EDWARD JONES · NEW LEBANON, OH
U.S. BANCORP ADVISORS, LLC · Lebanon, OH
EDWARD JONES · LEBANON, OH

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