DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SUMMIT ASSET MANAGEMENT LLC
MEMPHIS, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUMMIT ASSET MANAGEMENT LLC | Independent wealth | Jan 30, 2013 | n/a | yes | MEMPHIS, TN | Current employment |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Apr 17, 2008 | Feb 2, 2010 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN KEEGAN & COMPANY, LLC | SUMMIT ASSET MANAGEMENT LLC | Feb 2, 2010 | Jan 30, 2013 | 1,093 | Firm change after gap | Other |