DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Summit Wealth Management, 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
Patrick Allan ThomasThe Meyers Group, Inc. unclassifiedSummit Wealth Management, Inc otherOtherDec 31, 2010Oct 28, 2011 (301 d)
Jon Westfall CourtneyNfp Advisor Services, LLC otherSummit Wealth Management, Inc otherOtherSep 15, 2010Jan 4, 2011 (111 d)
Rebecca Mcdonald PhillipsWorsham & Sammons Wealth Management, LLC unclassifiedSummit Wealth Management, Inc otherOtherJan 30, 2009Jun 25, 2009 (146 d)
Martin Michael LysaghtLandmark Capital Management, Inc unclassifiedSummit Wealth Management, Inc otherOtherDec 31, 2007May 16, 2011 (1232 d)
Farokh Bill BillimoriaSummit Wealth Management,Inc unclassifiedSummit Wealth Management, Inc otherOtherAug 17, 2006Aug 22, 2006
John Melville EatonSummit Wealth Management,Inc unclassifiedSummit Wealth Management, Inc otherOtherAug 17, 2006Aug 17, 2006
Scarlott Leigh CagleSummit Wealth Management,Inc unclassifiedSummit Wealth Management, Inc otherOtherAug 17, 2006Jul 3, 2007 (320 d)
Christopher John Paul HoldenSummit Wealth Management,Inc unclassifiedSummit Wealth Management, Inc otherOtherAug 17, 2006Aug 17, 2006
Chad L TennantFirst Command Financial Planning, Inc. otherSummit Wealth Management, Inc otherOtherAug 15, 2006Feb 28, 2007 (197 d)
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9 moves match.