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.

Registered advisor

Collin Trent Habig

Summit Financial, LLCBD affiliatedSarasota, Fldual registrantIAPD 6796377

Certified Financial Planner

Feed of 09/14/2026

Also filed as Collin Habig

At current firm

1 y

since Apr 14, 2025

In the industry

12 y

since Sep 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Summit Financial, LLC BD affiliated current
since Apr 14, 2025 · Sarasota, Fl
Lpf Advisors, LLC former
Apr 12, 2024 to Jun 11, 2025 · Sarasota, Fl
Raymond James Financial Services Advisors, Inc BD affiliated
Oct 18, 2022 to Apr 2, 2024 · Plainville, Ma
Edward Jones national BD
Dec 24, 2018 to Oct 15, 2022 · Norton, Ma

Moves

a registration end followed by a registration begin elsewhere

Lpf Advisors, LLC to Summit Financial, LLC
left Jun 11, 2025, registered Apr 14, 2025 (-58 days) · RIA to affiliated broker-dealer or bank · moved with a team
Raymond James Financial Services Advisors, Inc to Lpf Advisors, LLC
left Apr 2, 2024, registered Apr 12, 2024 (10 days) · Affiliated broker-dealer or bank to independent RIA
Edward Jones to Raymond James Financial Services Advisors, Inc
left Oct 15, 2022, registered Oct 18, 2022 (3 days) · Affiliated broker-dealer or bank to another · moved with a team

Signals

Collin Trent Habig left Lpf Advisors, Llc for Summit Financial, Llc (registered 2025-04-14)
Jun 11, 2025 · Advisor changed firm · fact
Collin Trent Habig left Raymond James Financial Services Advisors, Inc for Lpf Advisors, Llc (registered 2024-04-12)
Apr 2, 2024 · Advisor changed firm · fact
Collin Trent Habig left Edward Jones for Raymond James Financial Services Advisors, Inc (registered 2022-10-18)
Oct 15, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address