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 Financial
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 |
|---|---|---|---|---|---|
| Rafael Orlando Velez | Summit Financial independent RIA | Mutual Service Corporation unclassified | Other | Oct 10, 2025 | Apr 6, 2005 |
| Cristina Petersen Albright | Summit Financial independent RIA | Mai Capital Management, LLC independent RIA | RIA to RIA | Oct 10, 2025 | Sep 19, 2025 |
| William Louis Fisher | Summit Financial other | Kms Financial Services, Inc other | Other | Apr 15, 2013 | May 3, 2012 |
| Michael William Radakovich | Summit Financial other | Kms Financial Services, Inc other | Other | Dec 31, 2012 | Apr 30, 2012 |
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4 moves match.