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 Financial Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Matthew Allen Weed | Signature Investment Advisors, LLC other | Summit Financial Advisors, Inc. other | Other | Jun 1, 2015 | Aug 25, 2015 (85 d) |
| Peter Benjamin Miller | Ipfp, Inc. unclassified | Summit Financial Advisors, Inc. other | Other | Dec 31, 2007 | Sep 13, 2007 |
| Ellen Marie Weed | Ipfp, Inc. unclassified | Summit Financial Advisors, Inc. other | Other | Dec 31, 2007 | Sep 13, 2007 |
| Roger Lowell Miller | Ipfp, Inc. unclassified | Summit Financial Advisors, Inc. other | Other | Dec 31, 2007 | Sep 13, 2007 |
| Dennis Paul Vitori | Ipfp, Inc. unclassified | Summit Financial Advisors, Inc. other | Other | Dec 31, 2007 | Dec 20, 2007 |
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5 moves match.