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Ryan Klemm

Summit Financial, LLC

Austin, TX

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-02
  • TX RA
    APPROVED
    Since 2026-04-02

Branch Locations

Austin, TX • 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
Yeske Buie Inc. Vienna VA 07/2016 07/2018
Compound Advisers, Inc San Francisco CA 03/2021 09/2023
Yeske Buie Inc. Vienna VA 07/2018 03/2021
Unemployed Columbia SC 10/2023 01/2024
Range Finance, Inc. Tysons VA 02/2024 03/2026
Summit Financial, Llc Parsippany NJ 03/2026 Present
  • 07/2016 → 07/2018
    Yeske Buie Inc.
    Vienna, VA
  • 03/2021 → 09/2023
    Compound Advisers, Inc
    San Francisco, CA
  • 07/2018 → 03/2021
    Yeske Buie Inc.
    Vienna, VA
  • 10/2023 → 01/2024
    Unemployed
    Columbia, SC
  • 02/2024 → 03/2026
    Range Finance, Inc.
    Tysons, VA
  • 03/2026 → Present
    Summit Financial, Llc
    Parsippany, NJ
Previous Registrations
  • 2024-02-26 → 2026-03-23
    Range Advisory, Llc
    Austin, TX
    Mclean, VA
    Columbia, SC
  • 2021-04-08 → 2023-09-13
    Compound Advisers, Inc.
    San Francisco, CA
    San Francisco, CA
  • 2018-06-27 → 2021-03-29
    Yeske Buie Inc.
    San Francisco, CA
    Vienna, VA
Designations

View on SEC IAPD

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