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
James Jeffrey McateeLPL Financial LLC otherSummit Financial Group Inc otherOtherOct 29, 2014Oct 21, 2014
Sarah Louise GrayVoya Financial Advisors, Inc. otherSummit Financial Group Inc otherOtherOct 17, 2014Jan 12, 2015 (87 d)
Barry Kingsley BarbernellUnited Planners' Financial Services Of America A Limited Partner otherSummit Financial Group Inc otherOtherOct 1, 2014Oct 1, 2014
Ravi Chavali NarayanFulcrum Advisory Services, LLC otherSummit Financial Group Inc otherOtherSep 18, 2014Sep 12, 2014
Adam SmithLPL Financial LLC otherSummit Financial Group Inc otherOtherSep 8, 2014Aug 29, 2014
John Russell HollandBfc Planning, Inc. otherSummit Financial Group Inc otherOtherAug 29, 2014Sep 15, 2014
Connor Alton AmbroseMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherAug 18, 2014Aug 15, 2014
William James BuehlerSignator Investors, Inc. otherSummit Financial Group Inc otherOtherJul 23, 2014Jul 22, 2014
Jordan Erin BerryhillSignator Investors, Inc. otherSummit Financial Group Inc otherOtherJul 23, 2014Jul 22, 2014
Robert Eugene BergMorgan Stanley wirehouseSummit Financial Group Inc otherOtherJul 2, 2014Jun 6, 2014
Darrell Dwayne ChampagneLPL Financial LLC otherSummit Financial Group Inc otherOtherJun 25, 2014Jun 2, 2014
William Mark YawnStratos Wealth Partners, Ltd otherSummit Financial Group Inc otherOtherMay 29, 2014May 28, 2014
Patrick Thomas BulgerWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherMay 14, 2014May 16, 2014
Daniel Charles SouthworthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherMay 7, 2014Jul 22, 2015 (441 d)
Kurt Hirum JamielCapitol Securities Management, Inc. otherSummit Financial Group Inc otherOtherMay 1, 2014May 7, 2014
Gregory Ervin KiblerMML Investors Services, LLC otherSummit Financial Group Inc otherOtherFeb 6, 2014Jan 29, 2014
Jason Glen ReevesWaddell & Reed otherSummit Financial Group Inc otherOtherJan 28, 2014Jan 21, 2014
Matthew Jude Di FrancescoStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherDec 2, 2013Nov 29, 2013
Walter Zabud FletcherWoloshin Investment Management, LLC independent RIASummit Financial Group Inc otherOtherNov 18, 2013Jun 1, 2012
Stephen R HoltCambridge Investment Research Advisors, Inc. otherSummit Financial Group Inc otherOtherNov 15, 2013Oct 16, 2013
Stephen Glen ZahorianRaymond James Financial Services Advisors, Inc otherSummit Financial Group Inc otherOtherNov 6, 2013Nov 18, 2013
Terri-Ann C LindoRaymond James Financial Services Advisors, Inc otherSummit Financial Group Inc otherOtherNov 6, 2013Nov 12, 2013
Steven Jay GreenbergIc Advisory Services, Inc. otherSummit Financial Group Inc otherOtherOct 10, 2013Sep 12, 2013
Anthony Wayne SheffieldStratos Wealth Partners, Ltd otherSummit Financial Group Inc otherOtherOct 1, 2013Jan 14, 2016 (835 d)
Brion Patrick HarrisCambridge Investment Research Advisors, Inc. otherSummit Financial Group Inc otherOtherSep 19, 2013Oct 16, 2013
Christine Lisa DellacatoLPL Financial LLC otherSummit Financial Group Inc otherOtherAug 21, 2013Jul 25, 2013
Carl Lavern HartLincoln Investment otherSummit Financial Group Inc otherOtherAug 1, 2013Aug 16, 2013
Andrew David SciannaV Wealth Advisors LLC otherSummit Financial Group Inc otherOtherJun 26, 2013Jun 25, 2013
Elisabet Ana RamosLPL Financial LLC otherSummit Financial Group Inc otherOtherJun 24, 2013Aug 9, 2013 (46 d)
Nicholas AgostinoT. Rowe Price Advisory Services, Inc. no RAUMSummit Financial Group Inc otherOtherJun 3, 2013Jun 12, 2015 (739 d)
Robert K HassmannMML Investors Services, LLC otherSummit Financial Group Inc otherOtherMay 8, 2013Jan 29, 2014 (266 d)
Eric John ZebrauskasSsn Advisory, Inc. otherSummit Financial Group Inc otherOtherApr 15, 2013Apr 26, 2013
Lockett Robey CroweConcourse Financial Group Advisors otherSummit Financial Group Inc otherOtherApr 3, 2013Apr 16, 2013
Robert RosenbergWaddell & Reed otherSummit Financial Group Inc otherOtherMar 27, 2013Apr 3, 2013
Edward Martin RosenbergWaddell & Reed otherSummit Financial Group Inc otherOtherMar 26, 2013Apr 3, 2013
Eric GraupenspergerMsi Financial Services, Inc. otherSummit Financial Group Inc otherOtherMar 25, 2013Mar 20, 2013
David Gregory WursterFinancial Advisers Of America, LLC otherSummit Financial Group Inc otherOtherJan 2, 2013Jan 7, 2013
Gerald E ShawSpc otherSummit Financial Group Inc otherOtherNov 12, 2012Nov 9, 2012
Jerome Joseph RepovzSecurities America Advisors, Inc. otherSummit Financial Group Inc otherOtherNov 6, 2012Dec 11, 2012 (35 d)
Lionel Albert ShawWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherNov 6, 2012Oct 23, 2012
Donald Leroy SilbermanAllstate Financial Advisors, LLC no RAUMSummit Financial Group Inc otherOtherOct 16, 2012Feb 28, 2013 (135 d)
Bryan Paul BogenDominari Securities LLC otherSummit Financial Group Inc otherOtherOct 4, 2012Sep 17, 2012
Richard Hall LeistOppenheimer & Co. Inc. otherSummit Financial Group Inc otherOtherSep 7, 2012Sep 11, 2012
James Alan LindsayLPL Financial LLC otherSummit Financial Group Inc otherOtherAug 28, 2012Oct 1, 2012 (34 d)
Jacob Robert CratonUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherAug 24, 2012Mar 28, 2013 (216 d)
Stephen Wayne TysonAmeriprise Financial Services, LLC national BDSummit Financial Group Inc otherOtherAug 10, 2012Oct 2, 2012 (53 d)
John Henry StearnsBrokersxpress LLC otherSummit Financial Group Inc otherOtherJul 3, 2012Jul 3, 2012
Joseph Edward MccastlainMorgan Stanley wirehouseSummit Financial Group Inc otherOtherJun 29, 2012Jun 29, 2012
Rebekah Joy PowersLincoln Investment otherSummit Financial Group Inc otherOtherJun 25, 2012Aug 2, 2012 (38 d)
Mark Joseph RiggsCambridge Investment Research Advisors, Inc. otherSummit Financial Group Inc otherOtherJun 22, 2012Jun 4, 2012
James E BaltzersenEdward Jones national BDSummit Financial Group Inc otherOtherJun 5, 2012Jun 25, 2012
Lynn Anne GillenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherApr 3, 2012Mar 26, 2012
Thomas Aldom ScottSaunders Retirement Advisors, Inc. otherSummit Financial Group Inc otherOtherMar 29, 2012Mar 1, 2012
Denis IngallsRaymond James Financial Services Advisors, Inc otherSummit Financial Group Inc otherOtherFeb 28, 2012Apr 4, 2012 (36 d)
Herbert Frederick AllenJ. W. Cole Advisors, Inc. otherSummit Financial Group Inc otherOtherFeb 15, 2012Jan 23, 2012
Peter Lang StevensDernis Financial unclassifiedSummit Financial Group Inc otherOtherDec 31, 2011Jan 18, 2012
Kenneth Lowell CookFirst Allied Advisory Services, Inc. otherSummit Financial Group Inc otherOtherDec 19, 2011May 16, 2014 (879 d)
Hal LippmanCambridge Investment Research Advisors, Inc. otherSummit Financial Group Inc otherOtherNov 29, 2011Dec 1, 2011
William Edward MendelUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherNov 14, 2011Nov 4, 2011
Richard Connell NessFirst Allied Advisory Services, Inc. otherSummit Financial Group Inc otherOtherSep 30, 2011Sep 1, 2011
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328 moves match.