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 Advisor Solutions
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 |
|---|---|---|---|---|---|
| Jonathan Andrew Taylor | Fortitude Advisory Group L.L.C. other | Summit Advisor Solutions other | Other | Sep 14, 2016 | Feb 16, 2016 |
| Charles Russell Borquist | Strategic Capital Group L.L.C. other | Summit Advisor Solutions other | Other | Dec 31, 2014 | Mar 17, 2016 (442 d) |
| Robert Philip Schlangen | Next Financial Group, Inc. other | Summit Advisor Solutions other | Other | Jan 30, 2012 | Nov 20, 2013 (660 d) |
| Jeremy Gove | Sca other | Summit Advisor Solutions other | Other | Dec 31, 2011 | Jan 25, 2012 |
| Douglas Wayne Gill | Gill Capital Management Inc unclassified | Summit Advisor Solutions other | Other | Dec 31, 2003 | May 21, 2003 |
Page 1 of 1
5 moves match.