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Ellen Marie Weed

Summit Financial Advisors, Inc.

Middletown, 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 APPROVED 2026-04-30
OH RA APPROVED 2007-09-13
  • CA RA
    APPROVED
    Since 2026-04-30
  • OH RA
    APPROVED
    Since 2007-09-13

Branch Locations

300 N. Main Street Suite 500, Middletown, OH 45042 • 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
  • 2003-10-20 → 2007-12-31
    Ipfp, Inc.
    Middletown, OH
    Manhatten Beach, CA
Other Businesses

FINANCIAL SECURITY SOLUTIONS, LLC; INSURANCE AGENCY; MIDDLETOWN, OH; PRIMARILY LONG TERM CARE INSURANCE; CO-OWNER; 04/2003; APPR. 1 HOUR PER WEEK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-10-17
  • S65 Uniform Investment Adviser Law Examination
    2003-10-17
Designations
Other Names
  • Ellen Marie Miller
  • Ellen Marie Stover
  • Ellen Marie Stover
  • Ellen Marie Miller

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MIDDLETOWN, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Middletown, OH
EDWARD JONES · MIDDLETOWN, OH
SUMMIT FINANCIAL ADVISORS, INC. · MIDDLETOWN, OH
AMERIPRISE FINANCIAL SERVICES, LLC · MIDDLETOWN, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · Middletown, OH
INDEPENDENT FINANCIAL PARTNERS · Middletown, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MIDDLETOWN, OH

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