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 Strategies 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew James Daniel | Summit Financial Strategies Inc independent RIA | Columbus Wealth Management state registered | RIA to a state-registered adviser | Oct 20, 2021 | Dec 16, 2021 (57 d) |
| William Samuel Whitaker | Summit Financial Strategies Inc other | Vawter Financial Ltd other | Other | Jan 25, 2017 | Sep 15, 2017 (233 d) |
| Benjamin William Kautz | Summit Financial Strategies Inc other | Destination Wealth Management other | Other | Mar 4, 2011 | Apr 14, 2011 (41 d) |
| Lori Lynn Eisel | Summit Financial Strategies Inc other | Fairfield Investments And Wealth Management, LLC unclassified | Other | Nov 30, 2007 | Jan 9, 2008 (40 d) |
| Timothy Michael Hamilton | Summit Financial Strategies Inc other | Cincinnati Analysts, Inc other | Other | Aug 17, 2006 | Apr 29, 2011 (1716 d) |
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5 moves match.