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 Family Office Services, 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 |
|---|---|---|---|---|---|
| Jeffrey Brant Kauffman | Snider Financial Group independent RIA | Summit Family Office Services, LLC state registered | RIA to a state-registered adviser | Dec 23, 2024 | Dec 19, 2024 |
| Jeffrey Brant Kauffman | Crescita Capital LLC unclassified | Summit Family Office Services, LLC state registered | Other | Dec 27, 2016 | Jan 6, 2017 |
| Michael Nmi Herr | Purcell Advisory Services, LLC no RAUM | Summit Family Office Services, LLC state registered | Other | Dec 31, 2014 | Oct 13, 2014 |
| David Wayne Young | Conover Capital Management other | Summit Family Office Services, LLC state registered | Other | Jan 16, 2014 | Oct 13, 2014 (270 d) |
Page 1 of 1
4 moves match.