# JAMES TODD LERMITTE

JAMES TODD LERMITTE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with PERSIMMON CAPITAL MANAGEMENT, SUMMIT FINANCIAL, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SUMMIT FINANCIAL, LLC](https://search.stillhousedata.com/firm/299322) | 2026-06-01 | present | Yes |
| [PERSIMMON CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/334563) | 2025-06-18 | present | Yes |
| [DAKOTA WEALTH, LLC](https://search.stillhousedata.com/firm/297987) | 2022-02-16 | 2025-07-03 | — |
| [SECURIAN FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15296) | 2015-01-26 | 2022-02-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6417986)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6417986.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.