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.

Advisor moves

Departures from Summit Wealth Management, Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jon Westfall CourtneySummit Wealth Management, Inc otherAlexandria Capital otherOtherDec 31, 2013Oct 30, 2012
Farokh Bill BillimoriaSummit Wealth Management, Inc otherSummit Wealth Management,Inc unclassifiedOtherJul 22, 2013Oct 26, 2006
John Melville EatonSummit Wealth Management, Inc otherSummit Wealth Management,Inc unclassifiedOtherFeb 19, 2013Oct 26, 2006
Bryan Craig WisdaSummit Wealth Management, Inc otherBryan Wisda, CFP unclassifiedOtherDec 31, 2012Jun 26, 2012
Martin Michael LysaghtSummit Wealth Management, Inc otherBey-Douglas, LLC Investment Counsel otherOtherDec 12, 2012Nov 20, 2012
Rebecca Mcdonald PhillipsSummit Wealth Management, Inc otherDisciplined Equity Management, Inc. otherOtherDec 12, 2012Nov 29, 2012
Scarlott Leigh CagleSummit Wealth Management, Inc otherWealthcare Capital Management LLC otherOtherDec 12, 2012Jan 7, 2013
Chad Aaron WarrickSummit Wealth Management, Inc otherSummit Wealth Partners, LLC otherOtherOct 5, 2012Jul 29, 2011
Jason Patrick PrintSummit Wealth Management, Inc otherSummit Wealth Management,Inc unclassifiedOtherOct 5, 2012Oct 26, 2006
Patrick Allan ThomasSummit Wealth Management, Inc otherLindner Capital Advisors, Inc. otherOtherMay 7, 2012Jul 11, 2012 (65 d)
Christopher John Paul HoldenSummit Wealth Management, Inc otherSummit Wealth Management,Inc unclassifiedOtherDec 22, 2011Oct 26, 2006
Peter Lynn ChamberlainSummit Wealth Management, Inc otherSummit Wealth Partners, LLC otherOtherNov 30, 2011Sep 9, 2011
Michael Curtis WolcottSummit Wealth Management, Inc otherStudio Investment Management independent RIAOtherSep 12, 2011Aug 4, 2011
Chad L TennantSummit Wealth Management, Inc otherThe Freedom Experience, Inc. state registeredOtherFeb 26, 2009Mar 10, 2009
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14 moves match.