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 Blacksummit 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Blake Thornton Headley | Blacksummit Financial Group, Inc. other | Renaissance Advisors independent RIA | Other | Jul 7, 2015 | Jul 7, 2015 |
| Jason David Brown | Blacksummit Financial Group, Inc. other | Renaissance Advisors independent RIA | Other | Jul 1, 2015 | Jul 1, 2015 |
| Ralph Lawrence Peeples | Blacksummit Financial Group, Inc. other | Kovack Advisors, Inc. other | Other | Jun 24, 2015 | Jun 30, 2015 |
| Glover Alcorn Russell | Blacksummit Financial Group, Inc. other | Russell Wealth Management, LLC state registered | Other | Aug 13, 2013 | Sep 23, 2025 (4424 d) |
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4 moves match.