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 Group 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
Michael Alan AndrewsSummit Financial Group Inc otherTruist Advisory Services, Inc. otherOtherJan 4, 2017Jan 17, 2017
Anthony Sebastian MossaSummit Financial Group Inc otherAvantax Advisory Services otherOtherDec 31, 2016Jan 23, 2017
Anthony Wayne SheffieldSummit Financial Group Inc otherSummit Capital Solutions LLC no RAUMOtherDec 31, 2016Feb 23, 2018 (419 d)
Sarah Louise GraySummit Financial Group Inc otherCenter Street Advisors, Inc. no RAUMOtherDec 27, 2016Jan 18, 2017
Bryan Douglas BacaSummit Financial Group Inc otherRoyal Fund Management, LLC otherOtherDec 21, 2016Dec 12, 2016
John P DelaneySummit Financial Group Inc otherVoya Financial Advisors, Inc. otherOtherDec 20, 2016Dec 21, 2016
James Hubbard DifflySummit Financial Group Inc otherBfc Planning, Inc. otherOtherDec 14, 2016Dec 15, 2016
Lionel Albert ShawSummit Financial Group Inc otherCaritas Investment Advisors LLC state registeredOtherDec 14, 2016Nov 10, 2016
Scott Douglas MooreSummit Financial Group Inc otherCambridge Investment Research Advisors, Inc. otherOtherDec 9, 2016Dec 8, 2016
Tod Michael MasinSummit Financial Group Inc otherWealthplan Partners otherOtherNov 4, 2016Nov 7, 2016
Kimberly Ann StollSummit Financial Group Inc otherWealthplan Partners otherOtherOct 31, 2016Nov 4, 2016
Carl Frank NicolosiSummit Financial Group Inc otherAmeriprise Financial Services, LLC national BDOtherOct 14, 2016Oct 17, 2016
John Anthony NicolosiSummit Financial Group Inc otherAmeriprise Financial Services, LLC national BDOtherOct 14, 2016Oct 17, 2016
Robert Boris HardcastleSummit Financial Group Inc otherBfc Planning, Inc. otherOtherOct 13, 2016Sep 28, 2016
Roger Stephen AugustynSummit Financial Group Inc otherWealthplan Partners otherOtherSep 26, 2016Sep 27, 2016
Jody Lee WeisSummit Financial Group Inc otherBfc Planning, Inc. otherOtherSep 26, 2016Sep 26, 2016
Jeremy Royal ArmagostSummit Financial Group Inc otherWealthplan Partners otherOtherSep 26, 2016Sep 26, 2016
Darrell Dwayne ChampagneSummit Financial Group Inc otherEdward Jones national BDOtherSep 2, 2016Sep 2, 2016
Frank Paul BarrellaSummit Financial Group Inc otherSpc otherOtherAug 30, 2016Aug 11, 2016
Jeremy Nathan SwankSummit Financial Group Inc otherKestra Advisory Services, LLC otherOtherAug 29, 2016Aug 29, 2016
Richard William HeagenSummit Financial Group Inc otherLPL Financial LLC otherOtherAug 22, 2016Aug 23, 2016
Gregory Ervin KiblerSummit Financial Group Inc otherKestra Advisory Services, LLC otherOtherAug 17, 2016Aug 16, 2016
Robert K HassmannSummit Financial Group Inc otherKestra Advisory Services, LLC otherOtherAug 17, 2016Aug 16, 2016
Madison Anthony KingSummit Financial Group Inc otherAmeriprise Financial Services, LLC national BDOtherJul 5, 2016Jul 25, 2016
Frank Dominic CortoSummit Financial Group Inc otherSb Advisory, LLC otherOtherJul 1, 2016Jul 1, 2016
Eric GraupenspergerSummit Financial Group Inc otherSb Advisory, LLC otherOtherJul 1, 2016Jul 8, 2016
Stephen Harlowe PrindleSummit Financial Group Inc otherSb Advisory, LLC otherOtherJul 1, 2016Jul 8, 2016
Darrach Michael BourkeSummit Financial Group Inc otherEmerson Equity LLC otherOtherMay 16, 2016May 13, 2016
Adam SmithSummit Financial Group Inc otherSb Advisory, LLC otherOtherMar 22, 2016Apr 18, 2016
David Anthony ReoSummit Financial Group Inc otherIp Financial Advisory Services LLC BD affiliatedOtherMar 21, 2016Oct 26, 2021 (2045 d)
David Romeo DicensoSummit Financial Group Inc otherSb Advisory, LLC otherOtherDec 10, 2015Dec 4, 2015
Kristine Adams BoelteSummit Financial Group Inc otherBoelte O'Hara Wealth Management state registeredOtherNov 13, 2015Nov 17, 2015
Gerald E ShawSummit Financial Group Inc otherMutual Trust Asset Mgmt., Inc. otherOtherJul 10, 2015Aug 11, 2015 (32 d)
Marc G LinskySummit Financial Group Inc otherConcorde Asset Management, LLC otherOtherJul 6, 2015Jul 7, 2015
Edwin Alan CoxSummit Financial Group Inc otherJ. W. Cole Advisors, Inc. otherOtherJun 12, 2015Jun 12, 2015
Deanna Louise BloomSummit Financial Group Inc otherElevate Wealth Advisory, Inc. otherOtherJun 1, 2015Oct 2, 2015 (123 d)
Justin Christopher PaganSummit Financial Group Inc otherCitigroup Global Markets Inc. otherOtherMay 11, 2015May 15, 2015
Donald Leroy SilbermanSummit Financial Group Inc otherIp Financial Advisory Services LLC independent RIAOtherApr 7, 2015Jan 9, 2020 (1738 d)
David Andrew HickmanSummit Financial Group Inc otherBfc Planning, Inc. otherOtherOct 27, 2014Oct 23, 2014
Todd Michael KellySummit Financial Group Inc otherBfc Planning, Inc. otherOtherOct 27, 2014Oct 23, 2014
Justin Allen KumphSummit Financial Group Inc otherMid Atlantic Financial Management, Inc. otherOtherOct 15, 2014Oct 16, 2014
John Jay LewisSummit Financial Group Inc otherQuestar Asset Management, Inc. otherOtherSep 17, 2014Sep 16, 2014
Craig Allen HaugerSummit Financial Group Inc otherQuestar Asset Management, Inc. otherOtherSep 8, 2014Sep 10, 2014
Dawn Alison StrachanSummit Financial Group Inc otherQuestar Asset Management, Inc. otherOtherSep 8, 2014Sep 5, 2014
Ian E JamesSummit Financial Group Inc otherInvestacorp Advisory Services Inc otherOtherJul 22, 2014Aug 18, 2014
Nicholas BlissSummit Financial Group Inc otherWoodbury Financial Services, Inc. otherOtherJul 18, 2014Feb 12, 2015 (209 d)
William Joel SmallSummit Financial Group Inc otherInvestacorp Advisory Services Inc otherOtherApr 16, 2014Apr 22, 2014
John Charles BlandSummit Financial Group Inc otherCommonwealth Financial Network national BDOtherFeb 12, 2014Jan 15, 2014
Jacqueline Lee KulikowskiSummit Financial Group Inc otherCetera Investment Advisers LLC BD affiliatedOtherAug 2, 2013Mar 21, 2024 (3884 d)
Jacob Robert CratonSummit Financial Group Inc otherRollingwave Capital state registeredOtherApr 23, 2013Mar 4, 2020 (2507 d)
Joseph Edward MccastlainSummit Financial Group Inc otherRaymond James Financial Services Advisors, Inc otherOtherApr 3, 2013Apr 2, 2013
Carroll Daniel CarsonSummit Financial Group Inc otherAdvanced Planning, Inc. state registeredOtherMar 28, 2013Mar 28, 2013
Joseph Montgomery GrimSummit Financial Group Inc otherAdvanced Planning, Inc. state registeredOtherMar 28, 2013Mar 28, 2013
Denis IngallsSummit Financial Group Inc otherCuso Financial Services, L.P. otherOtherFeb 4, 2013Jan 22, 2013
Shireen Elizabeth DanielsSummit Financial Group Inc otherHighpoint Advisor Group, LLC otherOtherDec 17, 2012Jan 17, 2013 (31 d)
Richard Ross ZeitzSummit Financial Group Inc otherAlphastar Capital Management otherOtherSep 4, 2012Aug 18, 2014 (713 d)
Jon Lewis BowlesSummit Financial Group Inc otherSagepoint Financial, Inc. otherOtherJun 21, 2012Jun 28, 2012
Drew JohnsonSummit Financial Group Inc otherCapital One Financial Advisors LLC unclassifiedOtherJun 18, 2012May 15, 2013 (331 d)
Edward BiersSummit Financial Group Inc otherNfsg Corporation otherOtherMay 14, 2012Jun 7, 2012
Marcus Anthony ArneaudSummit Financial Group Inc otherInvestacorp Advisory Services Inc otherOtherMay 14, 2012May 14, 2012
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292 moves match.