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 Group

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
Andrew Charles QuintoisSei Investments Management Corp mixed wealthSummit Wealth Group independent RIARIA to RIAMay 11, 2026May 13, 2026
Michael Ray ComstockPremier Private Wealth, LLC independent RIASummit Wealth Group independent RIARIA to RIAFeb 11, 2026Jan 5, 2026
Chelsea Rae GaneyMoran Wealth Management, LLC independent RIASummit Wealth Group independent RIARIA to RIAJan 8, 2026Feb 27, 2026 (50 d)
Seamus Thomas ObrienSei Investments Management Corp mixed wealthSummit Wealth Group independent RIARIA to RIAJan 6, 2026Jan 29, 2026
Scott Edward WilkinsonCommonwealth Financial Network national BDSummit Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIADec 1, 2025Feb 12, 2026 (73 d)
Michael Anthony TruskowskiEmpower Advisory Group, LLC BD affiliatedSummit Wealth Group independent RIAAffiliated broker-dealer or bank to independent RIANov 7, 2025Jan 27, 2026 (81 d)
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6 moves match.