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Matthew Allen 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 2025-10-06
OH RA APPROVED 2015-08-25
  • CA RA
    APPROVED
    Since 2025-10-06
  • OH RA
    APPROVED
    Since 2015-08-25

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 05/2015 Present
Previous Registrations
  • 2007-09-18 → 2015-06-01
    Seia
    Los Angeles, CA
  • 2012-05-11 → 2015-06-01
    Signature Investment Advisors, Llc
    Los Angeles, CA
  • 2007-01-26 → 2007-07-27
    Banc Of America Investment Services, Inc.
    Los Angeles, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-07-07
  • S66 Uniform Combined State Law Examination
    2006-07-07
Designations

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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