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 Capital Management LLC
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew J Bloom | Summit Capital Management LLC other | Merriman other | Other | Apr 6, 2016 | Apr 8, 2016 |
| Kevin Bonner Glynn | Summit Capital Management LLC other | Merriman other | Other | Apr 4, 2016 | Apr 11, 2016 |
| David Kohl Martin | Summit Capital Management LLC other | Merriman other | Other | Apr 4, 2016 | Apr 25, 2016 |
| Andrew Donald Frey | Summit Capital Management LLC other | Cutler Investment Group other | Other | Jan 26, 2015 | Feb 2, 2015 |
| Matthew William Santangelo | Summit Capital Management LLC other | Cjb Financial Group LLC unclassified | Other | Jun 25, 2012 | Apr 25, 2013 (304 d) |
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5 moves match.