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 Advisor Solutions
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 |
|---|---|---|---|---|---|
| Charles Russell Borquist | Summit Advisor Solutions other | Mutual Advisors, LLC BD affiliated | Other | Nov 30, 2016 | Oct 5, 2018 (674 d) |
| Jonathan Andrew Taylor | Summit Advisor Solutions other | Barrow Hanley Global Investors other | Other | Sep 14, 2016 | Nov 15, 2016 (62 d) |
| Douglas Wayne Gill | Summit Advisor Solutions other | Fortitude Advisory Group L.L.C. other | Other | Oct 14, 2015 | May 26, 2003 |
| Robert Philip Schlangen | Summit Advisor Solutions other | Fortitude Advisory Group L.L.C. other | Other | Feb 28, 2014 | Nov 20, 2013 |
| Jeremy Gove | Summit Advisor Solutions other | Fortitude Advisory Group L.L.C. other | Other | Feb 23, 2012 | Feb 23, 2012 |
Page 1 of 1
5 moves match.