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KP

Keith A. Pape

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CRD#: 1130448
KP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Keith Allen Pape was a registered financial professional .

Keith is a previously registered financial professional and started their career in finance in 1983. Keith had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 14, 2012 - November 4, 2018

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
MASON, OH
Past

May 14, 2012 - November 4, 2018

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
MASON, OH
Past

October 7, 2005 - May 17, 2012

OPPENHEIMER & CO. INC.

RIA
CRD#: 249
CINCINNATI, OH
Past

October 7, 2005 - May 17, 2012

OPPENHEIMER & CO. INC.

BD
CRD#: 249
CINCINNATI, OH
Past

September 28, 2000 - October 14, 2005

LEGG MASON WOOD WALKER, INCORPORATED

RIA
CRD#: 6555
KENWOOD, OH
Past

September 13, 2000 - October 14, 2005

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

October 4, 1991 - September 27, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

June 22, 1983 - October 4, 1991

GRADISON & COMPANY INCORPORATED

BD
CRD#: 859

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/7/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SUMMIT FINANCIAL GROUP INC
SUMMIT FINANCIAL GROUP INC

CRD#: 109485 / SEC#: 801-56645

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Contact information


Main Address
595 S. Federal Highway Suite 500, Boca Raton, FL 33432-5541
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

SUMMIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/30/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT FINANCIAL GROUP INC

CRD#: 109485

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