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 Group
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 |
|---|---|---|---|---|---|
| Carlos Mauricio Alas | Summit Wealth Group independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Jun 22, 2026 | Jun 24, 2026 |
| Michael Anthony Truskowski | Summit Wealth Group independent RIA | LPL Enterprise, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 25, 2026 | May 26, 2026 (62 d) |
Page 1 of 1
2 moves match.