Summer Dorn

FAIRWAY FINANCIAL

Casselberry, FL 32707

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CRD#: 4892488

Professional summary

Summer Dorn, who also goes by Summer Murphy, Summer Murphy-dorn, is a registered financial advisor currently at FAIRWAY FINANCIAL, LLC located in Casselberry, Florida.

Summer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Summer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Summer Murphy | Summer Murphy-Dorn

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.

1. Name of Business: Fairway Financial, LLC. Investment related. Address: 950 S Winter Park Drive, Suite 352, Casselberry, FL 32707. Nature of Business: RIA. Position/Title/Relationship: Employee. Start Date: 07/2017. Hours per month: 160. Hours per month during Securities trading hours:160. Duties/Responsibilities: I manage the day to day operations of the firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Summer Dorn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 30, 2017 - Present

FAIRWAY FINANCIAL, LLC

Office #1: 950 S Winter Park Drive Suite 352, Casselberry, FL 32707

RIA

CRD#: 134675

Casselberry, FL

Past

July 1, 2015 - October 2, 2025

CALTON & ASSOCIATES, INC.

CRD#: 20999

Casselberry, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FAIRWAY FINANCIAL, LLC

CRD#: 134675 / SEC#: 801-131250

RIA

Registered Investment Advisory firm - (10/7/2024 Approved)

Florida

Registered Investment Advisory firm - (10/11/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/30/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/26/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/1/2015

General Securities Representative Examination

Current Firm

FAIRWAY FINANCIAL, LLC

CRD#: 134675 / SEC#: 801-131250

RIA

Registered Investment Advisory firm - (10/7/2024 Approved)

Florida

Registered Investment Advisory firm - (10/11/2024 Terminated)

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Contact information

Main Address

950 S Winter Park Drive Suite 352, Casselberry, FL 32707

Mailing Address

Phone number

(407) 628-0850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A_B (10/17/2025)

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 134,891,975

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.

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Summer Dorn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Summer Dorn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRWAY FINANCIAL, LLC

CALTON & ASSOCIATES, INC.

Primary Firm SEC Registration

FAIRWAY FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/26/2017

SIE

Date: 10/1/2018

Series 7

Date: 7/1/2015

Current Firm

FAIRWAY FINANCIAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAIRWAY FINANCIAL, LLC

TRUST BUT VERIFY

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