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 Global Investments, LLC
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 |
|---|---|---|---|---|---|
| Joshua Curtis Ekola | Summit Global Investments, LLC mixed wealth | Your Ia, LLC independent RIA | RIA to RIA | Aug 3, 2026 | Aug 3, 2026 |
| Ryan Kartchner | Summit Global Investments, LLC mixed wealth | Captrust institutional | Other | Feb 17, 2026 | Apr 7, 2026 (49 d) |
| Jeffrey M Gapinski | Summit Global Investments, LLC mixed wealth | Your Ia, LLC no RAUM | RIA to a newly registered adviser | Jan 7, 2026 | Jan 30, 2026 |
| David Hartley Turley | Summit Global Investments, LLC mixed wealth | Modern Wealth Management, LLC independent RIA | RIA to RIA | Dec 12, 2025 | Dec 17, 2025 |
| Ethan Christopher Rowe | Summit Global Investments, LLC mixed wealth | Monere Wealth Management, Inc. independent RIA | RIA to RIA | Sep 19, 2025 | Oct 7, 2025 |
| Christopher Lee Felton | Summit Global Investments, LLC mixed wealth | Your Ia, LLC no RAUM | RIA to a newly registered adviser | Sep 10, 2025 | Nov 24, 2025 (75 d) |
| Lance T Spencer | Summit Global Investments, LLC mixed wealth | Prosper Private Wealth independent RIA | RIA to RIA | Apr 9, 2025 | Dec 9, 2025 (244 d) |
| Joshua Adam Gardner | Summit Global Investments, LLC mixed wealth | Prosper Private Wealth independent RIA | RIA to RIA | Apr 9, 2025 | Dec 2, 2024 |
| Abraham Fitzsimmons | Summit Global Investments, LLC mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2025 | Jan 1, 2025 |
| Carlina Ann Duggan | Summit Global Investments, LLC mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Apr 14, 2025 |
| Carilynn Lape | Summit Global Investments, LLC mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 19, 2025 | Mar 31, 2025 |
| Kendra J Hukari | Summit Global Investments, LLC mixed wealth | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2025 | Feb 14, 2025 |
| George Allen Yackey Jr | Summit Global Investments, LLC mixed wealth | Ibn Advisory Services, Inc. independent RIA | RIA to RIA | Feb 3, 2025 | Feb 4, 2025 |
| Bryce Jay Sutton | Summit Global Investments, LLC mixed wealth | Colab Capital no RAUM | RIA to a newly registered adviser | Jan 16, 2025 | Dec 3, 2025 (321 d) |
| Colby Jeremy Haupt | Summit Global Investments, LLC mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 11, 2024 | Dec 17, 2024 |
| Eric Peart Burton | Summit Global Investments, LLC mixed wealth | Captrust institutional | Other | Oct 7, 2024 | Oct 3, 2024 |
| Michelle Casulo | Summit Global Investments, LLC mixed wealth | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2024 | Nov 26, 2024 (53 d) |
| Nathan Elijah De La Cruz | Summit Global Investments, LLC mixed wealth | Allstate Financial Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2024 | May 27, 2025 (237 d) |
| Douglas Vincent Eatough | Summit Global Investments, LLC mixed wealth | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 29, 2024 | Jun 15, 2026 (655 d) |
| Eric Glen Mcnew | Summit Global Investments, LLC mixed wealth | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 21, 2023 | Sep 17, 2024 (393 d) |
| Keith Jackson | Summit Global Investments, LLC mixed wealth | Ernst & Young Investment Advisers Llp no RAUM | Other | Aug 18, 2023 | May 9, 2023 |
| Rick C. Jaster | Summit Global Investments, LLC other | Qbi Financial, LLC no RAUM | Other | Jan 19, 2017 | Feb 17, 2017 |
| Mark Lynn Kenison | Summit Global Investments, LLC other | Turning Point Financial, Inc. state registered | Other | May 28, 2015 | Oct 17, 2012 |
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23 moves match.