DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Summit Financial, 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.

AdvisorFromToTypeLeftRegistered
Glenn Alan BlachmanBcg Securities, Inc. otherSummit Financial, LLC BD affiliatedOtherMar 2, 2015Jan 2, 2025 (3594 d)
John Michael RuscianoNorthwestern Mutual Investment Services,LLC otherSummit Financial, LLC BD affiliatedOtherJun 2, 2014Feb 19, 2025 (3915 d)
Jeffrey Mark JaskolThe Benchmark Group Ria Services, LLC state registeredSummit Financial, LLC BD affiliatedOtherMay 14, 2013Jan 25, 2024 (3908 d)
Joseph William SpadaSummit Family Wealth Counseling Inc no RAUMSummit Financial, LLC BD affiliatedOtherJul 25, 2012Jan 3, 2019 (2353 d)
David Richard ChepauskasSummit Family Wealth Counseling Inc no RAUMSummit Financial, LLC BD affiliatedOtherJul 25, 2012Jan 3, 2019 (2353 d)
Michael MacdougalSummit Family Wealth Counseling Inc no RAUMSummit Financial, LLC BD affiliatedOtherJul 25, 2012Jan 3, 2019 (2353 d)
Salvadore Robert SalvoSummit Family Wealth Counseling Inc no RAUMSummit Financial, LLC BD affiliatedOtherJul 25, 2012Jan 3, 2019 (2353 d)
Matthew Ralph KeyesEquitable Advisors, LLC national BDSummit Financial, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 2, 2009Oct 8, 2025 (6064 d)
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188 moves match.