Making the Transition

After hundreds of transitions, we know how to make it a business-building activity.

Our goal is to help you every step of the way as you prepare to take advantage of the opportunities made available by opening a Summit office. Upon joining the firm, you will have an entire transition team dedicated to taking you through our award-winning* process, from licensing and registration to transferring your clients' accounts and establishing your office. Summit's transition team's main focus is your satisfaction. From our perspective, no transition is complete until your new business is up and running at 100%.

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eLaunch—Our Award-Winning* Transition Tool


No paper required! eLaunch makes transitioning your business a breeze: you can complete your entire licensing and registration packets in a matter of minutes. Gone are the myriad of forms and signatures, replaced by an online resource that can have you up and running the next day.

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Why Is It So Easy?


With a keen knowledge and appreciation of exactly what it takes to make the transition process as smooth and seamless as possible, we're able to get you up and running faster than any other firm in the business. You’ll find it’s the perfect chance to reconnect with your clients, offer new services and products, and gather additional assets.

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"Having been through two broker-dealer changes in my seventeen years in the business, I was extremely impressed with the professionalism with which Summit assisted both my clients and myself through the transition process."

Richard Brown Florida

* Summit was awarded top honors in the Transition Support category at the 2016 WealthManagement.com Industry Awards.