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
Carla Semryck MathiasSterne Agee Investment Advisor Services, Inc. otherSummit Financial Group Inc otherOtherJun 30, 2005Jun 30, 2005
Michael David MathiasSterne Agee Investment Advisor Services, Inc. otherSummit Financial Group Inc otherOtherJun 30, 2005Jul 1, 2005
Robert Edward MathiasSterne Agee Investment Advisor Services, Inc. otherSummit Financial Group Inc otherOtherJun 30, 2005Jul 13, 2005
Peter BarronBanc Of America Investment Services, Inc. unclassifiedSummit Financial Group Inc otherOtherJun 17, 2005Jan 23, 2008 (950 d)
Gerard Thaddeus TaylorWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherJun 1, 2005May 25, 2005
Michael J OanaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSummit Financial Group Inc otherOtherMay 18, 2005May 18, 2005
Kim Kerry LoveWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherMay 2, 2005Apr 29, 2005
James Michael NotoRaymond James Financial Services, Inc. unclassifiedSummit Financial Group Inc otherOtherFeb 17, 2005Apr 5, 2005 (47 d)
Renee Rose KremmMorgan Stanley Dw Inc. unclassifiedSummit Financial Group Inc otherOtherFeb 9, 2005Aug 18, 2005 (190 d)
David Nathaniel JohnsonLPL Financial LLC otherSummit Financial Group Inc otherOtherJun 18, 2004Aug 18, 2005 (426 d)
Gregory Scott KinkeadUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherJun 4, 2004May 17, 2004
Thomas Michael GalbraithUBS Financial Services Inc. wirehouseSummit Financial Group Inc otherOtherJun 4, 2004May 17, 2004
John Jacob HeislerAmeriprise Financial Services, LLC national BDSummit Financial Group Inc otherOtherApr 29, 2004Apr 20, 2011 (2547 d)
Donna Jean YoungMorgan Stanley Dw Inc. unclassifiedSummit Financial Group Inc otherOtherJan 6, 2004Jan 2, 2004
Robert William FaehnrichWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 31, 2003Jan 15, 2004
Steven Louis PolaskiWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 18, 2003Jan 12, 2004
Stephen Russell StoryWilbanks Securities Advisory otherSummit Financial Group Inc otherOtherSep 9, 2003Aug 18, 2014 (3996 d)
Kenneth Scott BrandenburgCitigroup Global Markets Inc. otherSummit Financial Group Inc otherOtherJun 12, 2003Feb 2, 2004 (235 d)
Raymond Anthony AsmarWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
Stanley Joseph SmithWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
John George BlackWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
John Thomas HollyWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
Alec Edward HokeWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
Michael Hal RobbinsWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
Lance Mitchell KlugerWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 5, 2003
Bruce John SallahWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherFeb 18, 2003Feb 3, 2003
Jordan Paul GatesVeravest Investment Advisors, Inc. unclassifiedSummit Financial Group Inc otherOtherJan 29, 2003Jun 30, 2003 (152 d)
John Stuart CrainWells Fargo Advisors wirehouseSummit Financial Group Inc otherOtherDec 14, 2002Dec 13, 2002
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328 moves match.