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 Advisors, 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 |
|---|---|---|---|---|---|
| Brian Matthew Osborn | Absolute Capital Management, LLC other | Summit Advisors, LLC state registered | Other | Jan 9, 2017 | Jan 25, 2017 |
| Nicholas John Blicha | Park Avenue Securities LLC other | Summit Advisors, LLC state registered | Other | Aug 22, 2016 | Jun 27, 2018 (674 d) |
| Rosalind M Frazier | H. Beck, Inc. other | Summit Advisors, LLC state registered | Other | Oct 8, 2015 | Nov 11, 2015 (34 d) |
| Michael Richard Jenco | Federated Global Investment Management Corp. other | Summit Advisors, LLC state registered | Other | May 18, 2011 | Apr 29, 2013 (712 d) |
Page 1 of 1
4 moves match.