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Andrew Adolph

Summit Financial, LLC

Columbus, OH

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-03-22
  • OH RA
    APPROVED
    Since 2023-03-22

Branch Locations

577 W Nationwide Blvd. Suite 302, Columbus, OH 43215 • 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
Huntington National Bank Columbus OH 05/2018 08/2018
The Ohio State University Columbus OH 08/2015 05/2019
Morgan Stanley Columbus OH 06/2019 03/2021
Unemployed Columbus OH 04/2021 05/2021
Summit Financial, Llc Parsippany NJ 05/2021 07/2021
Summit Financial, Llc Parsippany NJ 07/2021 Present
  • 05/2018 → 08/2018
    Huntington National Bank
    Columbus, OH
  • 08/2015 → 05/2019
    The Ohio State University
    Columbus, OH
  • 06/2019 → 03/2021
    Morgan Stanley
    Columbus, OH
  • 04/2021 → 05/2021
    Unemployed
    Columbus, OH
  • 05/2021 → 07/2021
    Summit Financial, Llc
    Parsippany, NJ
  • 07/2021 → Present
    Summit Financial, Llc
    Parsippany, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-14
  • S65 Uniform Investment Adviser Law Examination
    2023-03-14
Other Names
  • Dewy Adolph

View on SEC IAPD

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ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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