Erik Robert Rinehold

Current Employers

Employment History

• 12/2014 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
• 05/2015 → 03/2017
  Mercer Chiefs Youth Hockey Organization
  Hamilton, NJ
• 02/2017 → 02/2018
  Merrill Lynch
  Bethesda, MD
• 03/2018 → 09/2019
  Massmutual
  Vienna, VA
• 03/2018 → 09/2019
  Mml Investors Services
  Vienna, VA
• 09/2019 → 02/2021
  Nylife Securities Llc
  Leesburg, VA
• 09/2019 → 02/2021
  Maven Financial
  Leesburg, VA
• 01/2020 → 02/2021
  Eagle Strategies Llc
  Bethesda, MD
• 02/2021 → 07/2024
  Raymond James Financial Services, Inc.
  Leesburg, VA
• 02/2021 → 07/2024
  Raymond James Financial Services Advisors, Inc.
  Leesburg, VA
• 03/2021 → 07/2024
  Nerantzis Investment Advisory Group
  Leesburg, VA
• 08/2024 → 06/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2024 → 06/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2025 → Present
  Summit Financial, Llc
  Lansdowne, VA
• 06/2025 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY

Previous Registrations

• 2024-08-02 → 2025-06-24
  Cambridge Investment Research Advisors, Inc.
  Lansdowne, VA
• 2021-03-04 → 2024-08-05
  Raymond James Financial Services Advisors, Inc
  Leesburg, VA
• 2020-01-08 → 2021-03-08
  Eagle Strategies Llc
  Bethesda, MD
• 2018-04-02 → 2019-09-12
  Mml Investors Services, Llc
  Vienna, VA
• 2016-09-20 → 2018-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY
  Bethesda, MD

Other Businesses

1. Summit Financial d/b/a Lansdowne Private Wealth Management. Investment related. At registered location. RIA. Financial Advisor. Start date: 03/2025. 160 hrs/month; all during trading hours. Provide advice to clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurance. Agent. Start date: 03/2025. 160 hrs/month; all during trading hours. Sales of fixed/traditional insurance products. 3. Rinehold Wealth Management LLC. Not investment related. Leesburg, VA. Operating LLC / Support Company. Owner. Start date: 07/2024. 1 hr/month; during trading hours. This is my LLC that my 1099 comp gets paid to. 4. PKSF. Investment related. At registered location. Fixed Insurance/Annuity. Independent Insurance Agent. Start date: 03/2025. 160 hrs/month; all during trading hours. Provide insurance advice to based on the needs of client(s). 5. Robert Ronald O'Braitis LLC. Investment Related. 44084 Riverside Parkway, Suite 120 Lansdowne VA, 20176. Operating LLC / Support Company. Employee. 9/2025. 40. 40. Advisory 6. The Kash Foundation. Non-Investment Related. 717 King St. Suite 300 Alexandria VA; 22314; Non-Profit; Board Member/ Treasurer; second signer to review the grants going to families ensuring amounts of grants and recipients are correct and have been approved by the foundations legal team; Start; 9/1/2025. 5 hrs. mth; 0. hrs. during securities trading; will have check writing privileges commencing January, 2026.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-19

Designations

Other Names

• Erik Robert Rinehold
• Erik Rinehold