Amy Beth Armstrong

Employer firm

Summit Financial, LLC CRD 299322

$22.5B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → 06/2021
  Persimmon Capital Managment, L.P.
  Plymouth Meeting, PA
• 06/2026 → Present
  Summit Financial, Llc
  Parsippany, NJ
• 07/2021 → 06/2025
  Dakota Wealth, Llc
  Blue Bell, PA
• 06/2025 → Present
  Persimmon Capital Management, L.P.
  Blue Bell, PA

Previous Registrations

• 2021-07-13 → 2025-07-03
  Dakota Wealth, Llc
  Palm Beach Gardens, FL
  Blue Bell, PA
• 2007-02-09 → 2021-09-14
  Persimmon Capital Management Lp
  Blue Bell, PA

Other Businesses

(1) Persimmon Capital Management: Investment Related; I am dually registered with Persimmon Capital Management; My title is Director of Fund Operations for the Persimmon Long Short mutual fund; Address: 1777 Sentry Parkway West Veva 14, Suite102, Blue Bell, PA 19422; Start date: 06/2025; 2 hours per month devoted to this outside activity; 100% of this time is devoted during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-05-23
• S63 Uniform Securities Agent State Law Examination
  1997-01-14

Other Names

• Amy Beth Rau
• Amy Beth Rau