RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••••• D•••• T••••
- Title
- Senior Wealth Advisor Senior Executive, Summit Private Client Groupreportedmysummitwealth.comfirm site, Sep 15, 2026
- Professional profile
- mysummitwealth.com/team/brad-towlereportedmysummitwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S••••• W••••• P•••••••• L•• independent RIA currentsince Jun 24, 2016 · Naples, Fl
- S••••• W••••• P•••••••• L•• formerJan 10, 2013 to Aug 19, 2016 · Orlando, Fl
- G•••••• W••••• A•••••••• L•• independent RIASep 21, 2011 to Feb 29, 2012 · Naples, Fl
- G•••••• C•••••• A•••••••• I••• formerOct 27, 2009 to Feb 29, 2012 · Naples, Fl
- J••• M••••• S••••••••• L•• wirehouseMay 26, 2009 to Aug 13, 2009 · Naples, Fl
- J••• M••••• S••••••••• I••• unclassifiedSep 27, 2006 to Jul 25, 2008 · Naples, Fl
- B••• O•• S••••••••• C••••••••• unclassifiedSep 11, 2006 to Sep 27, 2006 · Naples, Fl
- S••••• W••••• P•••••••• L•• to S••••• W••••• P•••••••• L••left Aug 19, 2016, registered Jun 24, 2016 (-56 days) · channel change inside one enterprise, not a move · moved with a team
- G•••••• C•••••• A•••••••• I••• to G•••••• W••••• A•••••••• L••left Feb 29, 2012, registered Sep 21, 2011 (-161 days) · Other
- G•••••• W••••• A•••••••• L•• to S••••• W••••• P•••••••• L••left Feb 29, 2012, registered Jan 10, 2013 (316 days) · Other
- J••• M••••• S••••••••• L•• to G•••••• C•••••• A•••••••• I•••left Aug 13, 2009, registered Oct 27, 2009 (75 days) · Other
- J••• M••••• S••••••••• I••• to J••• M••••• S••••••••• L••left Jul 25, 2008, registered May 26, 2009 (305 days) · Other
- B••• O•• S••••••••• C••••••••• to J••• M••••• S••••••••• I•••left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address