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 Partners, 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.

AdvisorFromToTypeLeftRegistered
Chad Daniel LeatherwoodSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 29, 2016Jan 6, 2016
Jack MalarikSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 26, 2016Oct 26, 2015
Kelly Joseph CarterSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 26, 2016Oct 26, 2015
Stephen Vincent SantoroSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 26, 2016Jan 5, 2016
Joseph Richard DemeoSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 26, 2016Oct 24, 2015
Jeffrey Dean BlissSmc Advisory Network, LLC unclassifiedSummit Wealth Partners, LLC otherOtherMar 26, 2016Feb 22, 2016
Andrew Thomas HansenGlobal Financial Private Capital, Inc. otherSummit Wealth Partners, LLC otherOtherJan 21, 2016Nov 23, 2015
Jeffrey Evan JansonFinancial Advisory Corporation otherSummit Wealth Partners, LLC otherOtherOct 10, 2014Aug 22, 2014
Andrew Michael DickensSignator Investors, Inc. otherSummit Wealth Partners, LLC otherOtherJan 7, 2014Feb 4, 2014
Chad Aaron WarrickSummit Wealth Management, Inc otherSummit Wealth Partners, LLC otherOtherOct 5, 2012Jul 29, 2011
Bradley David TowleGenesis Wealth Advisors, LLC otherSummit Wealth Partners, LLC otherOtherFeb 29, 2012Jan 10, 2013 (316 d)
Peter Lynn ChamberlainSummit Wealth Management, Inc otherSummit Wealth Partners, LLC otherOtherNov 30, 2011Sep 9, 2011
Jason Patrick PrintSummit Wealth Management,Inc unclassifiedSummit Wealth Partners, LLC otherOtherDec 31, 2006Nov 16, 2011 (1781 d)
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13 moves match.