DFX Intelligence
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.
Feed of 09/15/2026
At current firm
0 y
since Dec 3, 2025
In the industry
29 y
since Oct 9, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
2
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Your Ia, LLC independent RIA currentsince Mar 31, 2026 · Highland, Ut
- Colab Capital independent RIA currentsince Dec 3, 2025 · Highland, Ut
- Summit Global Investments, LLC mixed wealthJul 10, 2018 to Jan 16, 2025 · Bountiful, Ut
- Summit Global Investments, LLC mixed wealthJan 24, 2013 to Dec 31, 2017 · Bountiful, Ut
- Summit Global Investments, LLC mixed wealthJan 23, 2012 to May 18, 2012 · Bountiful, Ut
Moves
a registration end followed by a registration begin elsewhere
- Summit Global Investments, LLC to Colab Capitalleft Jan 16, 2025, registered Dec 3, 2025 (321 days) · RIA to a newly registered adviser
Signals
- Bryce Jay Sutton left Summit Global Investments, Llc for Colab Capital (registered 2025-12-03)Jan 16, 2025 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address