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 Asset Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Leslie Hill Drummond | Morgan Keegan & Company, LLC other | Summit Asset Management LLC other | Other | Feb 2, 2010 | Jan 30, 2013 (1093 d) |
| Joseph Amery Staub | Legacy Wealth Management, LLC other | Summit Asset Management LLC other | Other | Feb 28, 2005 | Apr 25, 2005 (56 d) |
| Sarah Russell Haizlip | Legacy Wealth Management, LLC other | Summit Asset Management LLC independent RIA | Other | Feb 25, 2005 | Jan 1, 2025 (7250 d) |
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3 moves match.