DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Summit 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.

AdvisorFromToTypeLeftRegistered
Thomas J. FitzpatrickCetera Investment Advisers LLC BD affiliatedSummit Financial Group Inc otherOtherOct 8, 2018Jan 3, 2018
Barbara Yvonne KleinInvestment Advisors Corp BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2018Sep 10, 2018
Cheryl L BattungInvestment Advisors Corp BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 10, 2018Sep 10, 2018
Mark Adam EriksenLPL Financial LLC independent RIASummit Financial Group Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 4, 2018Sep 5, 2018
Seongbae KimLPL Financial LLC independent RIASummit Financial Group Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 27, 2018Aug 17, 2018
Eric Vaughn MorrowM&T Securities, Inc. unclassifiedSummit Financial Group Inc BD affiliatedOtherAug 1, 2018Jul 20, 2018
Stephen M. DrizosPnc Wealth Management BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherJul 12, 2018Sep 14, 2018 (64 d)
Graham William JepsenVoya Financial Advisors, Inc. BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2018Jun 25, 2018
James Matthew SmithAvantax Advisory Services BD affiliatedSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2018May 30, 2018
Mark Alan DavyB Riley Wealth Management otherSummit Financial Group Inc BD affiliatedOtherMay 30, 2018Nov 20, 2018 (174 d)
Edward Eugene VelaJ.P. Morgan Securities LLC wirehouseSummit Financial Group Inc BD affiliatedWirehouse to affiliated broker-dealer or bankMay 4, 2018Jun 22, 2018 (49 d)
Edward Graham LindbloomEdward Jones national BDSummit Financial Group Inc BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2018Apr 16, 2018
Brian Lee ClappBankers Life Advisory Services, Inc. otherSummit Financial Group Inc BD affiliatedOtherMar 22, 2018Apr 17, 2018
Chad Alan KeimRaymond James Financial Services Advisors, Inc BD affiliatedSummit Financial Group Inc otherOtherMar 19, 2018Mar 15, 2018
Michael Alan DavisWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 20, 2018Mar 6, 2018
Tracy Diane TaylorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherFeb 15, 2018Feb 7, 2018
Richard David MercadoCambridge Investment Research Advisors, Inc. otherSummit Financial Group Inc otherOtherDec 20, 2017Jan 5, 2018
Robert Charles BattinWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 6, 2017Dec 1, 2017
Todd Matthew HankinsWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 6, 2017Dec 1, 2017
Paul L JohnsonCetera Investment Advisers LLC otherSummit Financial Group Inc otherOtherOct 24, 2017May 6, 2016
Ronald Huston KeeblerStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherSep 14, 2017Nov 6, 2017 (53 d)
Bruce Andrew EisenLPL Financial LLC otherSummit Financial Group Inc otherOtherMay 24, 2017May 11, 2017
Corey Edward WagnerQuestar Asset Management, Inc. otherSummit Financial Group Inc otherOtherApr 27, 2017Jul 24, 2017 (88 d)
David KoifmanInvestacorp Advisory Services Inc otherSummit Financial Group Inc otherOtherMar 27, 2017Apr 14, 2017
Elisabeth Grace SandersLPL Financial LLC otherSummit Financial Group Inc BD affiliatedOtherMar 2, 2017Jan 13, 2020 (1047 d)
Natallia Vladimirovna BatsukovaJ.P. Morgan Securities LLC wirehouseSummit Financial Group Inc otherOtherJan 10, 2017Feb 13, 2017 (34 d)
Gregory Gene EddingsWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 14, 2016Dec 12, 2016
Douglas Evan HughesWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherOct 25, 2016Nov 3, 2016
Edward BiersNfsg Corporation otherSummit Financial Group Inc otherOtherOct 21, 2016Oct 19, 2016
Amanda Hadley HarrelsonNorthwestern Mutual Investment Services,LLC no RAUMSummit Financial Group Inc otherOtherSep 21, 2016Mar 8, 2017 (168 d)
Dave B RaoWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJun 23, 2016May 25, 2016
David Anthony ReoCetera Investment Advisers LLC otherSummit Financial Group Inc otherOtherMar 21, 2016Mar 8, 2016
Robert Steven GoldStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherMar 4, 2016Apr 22, 2016 (49 d)
Michael Alan AndrewsKovack Advisors, Inc. otherSummit Financial Group Inc otherOtherFeb 19, 2016Apr 25, 2016 (66 d)
Linda Joyce FoxWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 23, 2015May 12, 2016 (141 d)
William Gale StracenerOsaic Wealth, Inc. otherSummit Financial Group Inc otherOtherNov 20, 2015Nov 18, 2015
Kristine Adams BoelteStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherNov 16, 2015Nov 12, 2015
Edward Luck RowellJ P Turner & Company Capital Management, LLC otherSummit Financial Group Inc BD affiliatedOtherNov 13, 2015Oct 10, 2018 (1062 d)
Michael Phillip GurziOsaic Wealth, Inc. otherSummit Financial Group Inc otherOtherOct 30, 2015Sep 30, 2015
Patrick WilbertEquitable Advisors, LLC national BDSummit Financial Group Inc otherOtherOct 13, 2015Oct 5, 2015
Yashar GogerdchiAnchor Wealth Planning, LLC unclassifiedSummit Financial Group Inc otherOtherSep 4, 2015Apr 19, 2016 (228 d)
Jeffrey James BreelingSii Investments, Inc. otherSummit Financial Group Inc otherOtherAug 27, 2015Aug 27, 2015
John Michael MooreWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherAug 25, 2015Aug 24, 2015
Mercedes Gabrielle BarkerWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherAug 25, 2015Aug 24, 2015
Aaron Joshua CirksenaMorgan Stanley wirehouseSummit Financial Group Inc otherOtherAug 4, 2015Aug 7, 2015
Mansoor AhmedB Riley Wealth Management otherSummit Financial Group Inc otherOtherJul 8, 2015Jul 1, 2015
Andrew Edwin WatkinsSii Investments, Inc. otherSummit Financial Group Inc otherOtherJun 19, 2015Jun 18, 2015
Charles Lane BowenWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJun 15, 2015Jun 11, 2015
Daniel Brandon ArringtonWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJun 15, 2015Jun 11, 2015
Adam Jamar BowenWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJun 15, 2015Jun 11, 2015
Christopher ToddCapital Guardian Wealth Management, LLC otherSummit Financial Group Inc otherOtherMay 12, 2015May 6, 2015
Sherril Ann MorseStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherMay 5, 2015Apr 24, 2015
David Romeo DicensoOppenheimer & Co. Inc. otherSummit Financial Group Inc otherOtherMar 26, 2015Mar 23, 2015
Robert A LindbloomStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherMar 13, 2015Mar 26, 2015
John Ernest OritoLPL Financial LLC otherSummit Financial Group Inc otherOtherMar 11, 2015Mar 26, 2015
Andrew Firman ClarkNorthwestern Mutual Investment Services,LLC otherSummit Financial Group Inc otherOtherMar 4, 2015Jun 26, 2017 (845 d)
Mary Beth NorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherNov 24, 2014Feb 25, 2015 (93 d)
Marc G LinskyOsaic Fs, Inc. otherSummit Financial Group Inc otherOtherNov 6, 2014Oct 23, 2014
Johnson Minh HoangLPL Financial LLC otherSummit Financial Group Inc otherOtherNov 4, 2014Nov 3, 2014
Darrach Michael BourkeStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherOct 30, 2014Nov 25, 2014
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328 moves match.