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 Partners, 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 |
|---|---|---|---|---|---|
| Kristiana Joy Daniels | Summit Wealth Partners, LLC independent RIA | Fiduciary Financial Advisors independent RIA | RIA to RIA | Oct 9, 2024 | Oct 9, 2024 |
| Jeffrey Evan Janson | Summit Wealth Partners, LLC independent RIA | Fiduciary Financial Advisors independent RIA | RIA to RIA | Oct 8, 2024 | Oct 28, 2024 |
| Jack Malarik | Summit Wealth Partners, LLC independent RIA | Simplicity Wealth independent RIA | RIA to RIA | Aug 23, 2023 | Sep 6, 2023 |
| Stephen Vincent Santoro | Summit Wealth Partners, LLC independent RIA | G. A. Repple & Company BD affiliated | RIA to affiliated broker-dealer or bank | Aug 2, 2022 | Aug 1, 2022 |
| Michael Todd Rossi | Summit Wealth Partners, LLC independent RIA | Global Advisory Partners, LLC state registered | RIA to a state-registered adviser | Feb 18, 2021 | Nov 18, 2021 (273 d) |
| Andrew Thomas Hansen | Summit Wealth Partners, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jan 18, 2019 | Jan 18, 2019 |
| David Paul Cervone | Summit Wealth Partners, LLC independent RIA | Adviser Alliance, LLC state registered | RIA to a state-registered adviser | Nov 29, 2018 | Feb 23, 2017 |
| Jerald Michael Kennedy | Summit Wealth Partners, LLC independent RIA | Adviser Alliance, LLC state registered | RIA to a state-registered adviser | Jun 11, 2018 | May 18, 2018 |
| Kelly Joseph Carter | Summit Wealth Partners, LLC other | Creativeone Wealth, LLC independent RIA | Other | May 18, 2017 | Jan 1, 2025 (2785 d) |
| George David Suarez | Summit Wealth Partners, LLC other | Sound Income Strategies, LLC other | Other | Dec 23, 2016 | Nov 9, 2016 |
| Jeffrey Dean Bliss | Summit Wealth Partners, LLC other | Sound Income Strategies, LLC other | Other | Dec 23, 2016 | Dec 20, 2016 |
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11 moves match.