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 Wealth Strategies
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 |
|---|---|---|---|---|---|
| Linda Sue Young | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 6, 2025 |
| Brent Stephen Spicuzza | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Kurt Thomas Propst | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Kayla Renee Nieman | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 11, 2025 |
| Deborah Kay Edwards | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Peter James Donovan | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 11, 2025 |
| Michael Garrett Ott | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Allison Mehlhorn Fuehne | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Carlton Jerome Dick | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 7, 2025 |
| Joseph Donald Curtis | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 8, 2025 |
| Trisha Kay Koontz | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 6, 2025 |
| Adam William Bippen | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 5, 2025 |
| Seth William Roggenkamp | Summit Wealth Strategies independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Dec 26, 2025 | Aug 6, 2025 |
| Amanda Mariea Morris | Summit Wealth Strategies independent RIA | Familywealth independent RIA | RIA to RIA | Jul 16, 2019 | Jul 16, 2019 |
| Todd Edward Leake | Summit Wealth Strategies independent RIA | Advisory Services Network independent RIA | RIA to RIA | Jan 7, 2019 | Jan 11, 2019 |
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15 moves match.