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
John Ward HarrisonUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherJun 18, 2009Jun 4, 2009
Craig Allen HaugerLPL Financial LLC otherSummit Financial Group Inc otherOtherJun 16, 2009Jun 23, 2009
Melanie L FarmerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherJun 5, 2009Jun 30, 2011 (755 d)
Keith Alan GoldenSagepoint Financial, Inc. otherSummit Financial Group Inc otherOtherApr 30, 2009Jul 17, 2009 (78 d)
Stephen Robert WierhakeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherApr 29, 2009Jul 30, 2009 (92 d)
Mary Elizabeth DisherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherApr 29, 2009Jul 16, 2009 (78 d)
E. Martin Von KanelLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 28, 2009Apr 16, 2009
Richard Karim AzouzLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 28, 2009Apr 24, 2009
Ronald Dean ClarkConcourse Financial Group Advisors otherSummit Financial Group Inc otherOtherApr 23, 2009Dec 17, 2009 (238 d)
George Peter BrkljacicConcourse Financial Group Advisors otherSummit Financial Group Inc otherOtherApr 23, 2009May 29, 2009 (36 d)
John Jay LewisLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 20, 2009Apr 17, 2009
Dawn Alison StrachanLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 20, 2009Apr 17, 2009
Preston Andrew RosamondEdward Jones national BDSummit Financial Group Inc otherOtherApr 14, 2009Apr 17, 2009
John Michael ShutowickLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 9, 2009Jun 30, 2009 (82 d)
Scott Francis FitzsimmonsLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 9, 2009Jul 16, 2009 (98 d)
Michael Charles ShutowickLPL Financial LLC otherSummit Financial Group Inc otherOtherApr 9, 2009Jul 9, 2009 (91 d)
Gregory John HeinrichAmerican Securities Group, Inc. unclassifiedSummit Financial Group Inc otherOtherApr 7, 2009Jul 20, 2009 (104 d)
Magen Lane FongRaymond James Financial Services Advisors, Inc otherSummit Financial Group Inc otherOtherApr 6, 2009Nov 2, 2009 (210 d)
Ira Gerald TurpinRaymond James Financial Services Advisors, Inc otherSummit Financial Group Inc otherOtherMar 17, 2009Jun 3, 2009 (78 d)
Guillermo Eduardo DiazUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherMar 4, 2009Mar 18, 2009
Lisa Ann ChaconUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherMar 4, 2009Jun 11, 2009 (99 d)
Jacqueline Lee KulikowskiMorgan Stanley & Co. LLC unclassifiedSummit Financial Group Inc otherOtherFeb 26, 2009May 28, 2009 (91 d)
Darryl J. PoissonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherFeb 12, 2009Mar 17, 2009 (33 d)
Edward BiersAmeriprise Financial Services, LLC national BDSummit Financial Group Inc otherOtherJan 29, 2009May 26, 2009 (117 d)
James Gregory GibbsWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJan 27, 2009Jan 6, 2009
Charles Fletcher OkelleyAtlantic Coast Financial Consultants Inc unclassifiedSummit Financial Group Inc otherOtherDec 31, 2008Jul 8, 2011 (919 d)
James David DivirgilioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherDec 22, 2008Mar 18, 2009 (86 d)
Stefan Lars BrannareCitigroup Global Markets Inc. otherSummit Financial Group Inc otherOtherDec 4, 2008Nov 18, 2008
Mendy Ann MorganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc BD affiliatedWirehouse to affiliated broker-dealer or bankNov 18, 2008Sep 27, 2019 (3965 d)
Boyd Fariborz BohloolMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherAug 28, 2008Nov 14, 2008 (78 d)
Jarrett Scott OsbornRaymond James Financial Services, Inc. unclassifiedSummit Financial Group Inc otherOtherAug 26, 2008Oct 10, 2008 (45 d)
Christopher Richard BartkusRaymond James Financial Services, Inc. unclassifiedSummit Financial Group Inc otherOtherJul 29, 2008Aug 29, 2008 (31 d)
James Anthony TomikVsr Advisory Services otherSummit Financial Group Inc otherOtherJul 11, 2008Jul 22, 2008
Michael Andrew WilhelmRaymond James & Associates, Inc. national BDSummit Financial Group Inc otherOtherJul 2, 2008Aug 4, 2008 (33 d)
Nicholas Wesley BertellMorgan Stanley & Co. LLC unclassifiedSummit Financial Group Inc otherOtherApr 11, 2008May 8, 2008
Michael Stephen CostantiniBny Mellon Securities Corporation otherSummit Financial Group Inc otherOtherApr 2, 2008Apr 25, 2008
James Joseph CiarmellaMorgan Stanley & Co. LLC unclassifiedSummit Financial Group Inc otherOtherFeb 20, 2008Feb 21, 2008
Michael Anthony BarrellaManaged Asset Portfolios, LLC otherSummit Financial Group Inc otherOtherJan 18, 2008Jan 23, 2008
Anthony Michael CisekNatcity Investments, Inc. unclassifiedSummit Financial Group Inc otherOtherJan 14, 2008May 29, 2008 (136 d)
Fredrick Charles VenturoniWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherNov 2, 2007Nov 2, 2007
Gary PacknickUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherOct 29, 2007Oct 12, 2007
Christopher Michael BonesAmeriprise Financial Services, LLC national BDSummit Financial Group Inc otherOtherOct 17, 2007Aug 25, 2017 (3600 d)
Michael John LingnerLPL Financial LLC otherSummit Financial Group Inc otherOtherSep 24, 2007Sep 19, 2007
Dax Thomas WilliamsonWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherMar 16, 2007Mar 15, 2007
John AriolaHsbc Securities (USA) Inc. otherSummit Financial Group Inc otherOtherMar 14, 2007Jul 31, 2007 (139 d)
James S MillerMorgan Stanley Dw Inc. unclassifiedSummit Financial Group Inc otherOtherFeb 21, 2007Feb 27, 2007
Keith Thomas ForrestAmeriprise Advisor Services, Inc. unclassifiedSummit Financial Group Inc otherOtherDec 19, 2006Dec 18, 2006
Troy Allen HelmCity Securities Corporation otherSummit Financial Group Inc otherOtherDec 4, 2006Dec 4, 2006
David Palmer StamperWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherOct 11, 2006Oct 4, 2006
Daniel FenigerUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherJul 24, 2006Aug 23, 2006
Richard Gerard SylvesterCiticorp Investment Services unclassifiedSummit Financial Group Inc BD affiliatedOtherJul 3, 2006Jan 3, 2020 (4932 d)
Herbert Frederick AllenTransamerica Financial Advisors, LLC otherSummit Financial Group Inc otherOtherJun 19, 2006May 26, 2006
Timothy Garfield HartleUvest Financial Services Group, Inc. unclassifiedSummit Financial Group Inc otherOtherJun 15, 2006Oct 18, 2006 (125 d)
Matthew Kelly LoganWoodbury Financial Services, Inc. otherSummit Financial Group Inc otherOtherMar 20, 2006Mar 14, 2006
Peter Carswell StarrWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherMar 2, 2006Mar 14, 2006
Jackson Robert PaulishakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherFeb 23, 2006Feb 23, 2006
Kevin Auguste CarrollWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherOct 7, 2005Nov 7, 2005 (31 d)
Debra Fain GrauelMorgan Stanley Dw Inc. unclassifiedSummit Financial Group Inc otherOtherAug 29, 2005Oct 6, 2005 (38 d)
Timothy RobertsJanney Montgomery Scott LLC otherSummit Financial Group Inc otherOtherAug 12, 2005Aug 9, 2005
Dennis Michael LomaxWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJul 15, 2005Aug 26, 2005 (42 d)
Page 5 of 6PreviousNext
328 moves match.