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 Planning Group 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 |
|---|---|---|---|---|---|
| Eric Albert Flick | Credit Union Investment Services state registered | Summit Planning Group LLC other | Other | Mar 27, 2015 | Apr 24, 2015 |
| David Tulig | LPL Financial LLC other | Summit Planning Group LLC other | Other | Dec 31, 2014 | Jun 3, 2014 |
| Alan Craig Hicks | LPL Financial LLC other | Summit Planning Group LLC no RAUM | Other | Mar 6, 2013 | Mar 15, 2006 |
| David John Demeuse | LPL Financial LLC other | Summit Planning Group LLC no RAUM | Other | Mar 6, 2013 | Mar 15, 2006 |
| Lee Revolinski | LPL Financial LLC other | Summit Planning Group LLC no RAUM | Other | Feb 7, 2012 | Mar 15, 2006 |
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5 moves match.