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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Ike Ugonnaya Elele

Advisor at CAPITALWIZE, LLC

ATLANTA, GA | Baltimore, MD

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Search this name across graphsid dfx:ria:5d490739-60fc-cffd-3df1-26cfca1a99ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Jul 27, 2020 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPITALWIZE, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: May 4, 2017
First registration: Jul 27, 2020
Dual registered: no
Other names: Ike Ugonnaya Elele|Ike U Elele|Ike Elele
IAPD individual key: 6748378

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAPITALWIZE, LLC	State registered	Feb 23, 2026	n/a	yes	ATLANTA, GA\|Baltimore, MD	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Oct 24, 2024	Jan 8, 2026	no	Baltimore, MD\|LAKE RIDGE, VA\|Manassas, VA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 18, 2024	Oct 25, 2024	no	COLUMBIA, MD	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 14, 2024	Jul 24, 2024	no	HUNT VALLEY, MD\|Baltimore, MD	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jun 15, 2022	Dec 8, 2023	no	Columbia, MD	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Dec 20, 2021	Apr 28, 2022	no	Owings Mills, MD	Previous registration
MORGAN STANLEY	Wirehouse	Jan 5, 2021	Jul 14, 2021	no	Baltimore, MD	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Jul 27, 2020	Dec 22, 2020	no	Owings mills, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	CAPITALWIZE, LLC	Jan 8, 2026	Feb 23, 2026	46	Firm change	Ibd to state RIA
EQUITABLE ADVISORS, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Oct 25, 2024	Oct 24, 2024	-1	Firm change	Ibd to ibd
MML INVESTORS SERVICES, LLC	EQUITABLE ADVISORS, LLC	Jul 24, 2024	Jul 18, 2024	-6	Firm change	Ibd to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	MML INVESTORS SERVICES, LLC	Dec 8, 2023	Mar 14, 2024	97	Firm change	Ibd to ibd
T. ROWE PRICE ADVISORY SERVICES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Apr 28, 2022	Jun 15, 2022	48	Firm change	RIA to ibd
MORGAN STANLEY	T. ROWE PRICE ADVISORY SERVICES, INC.	Jul 14, 2021	Dec 20, 2021	159	Firm change	Wirehouse to RIA
T. ROWE PRICE ADVISORY SERVICES, INC.	MORGAN STANLEY	Dec 22, 2020	Jan 5, 2021	14	Firm change	RIA to wirehouse

Relationships

Registered with (6)

→ CAPITALWIZE, LLCRegistered adviserregistration: current employment
Feb 23, 2026 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Oct 24, 2024 to Jan 8, 2026factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 18, 2024 to Oct 25, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 14, 2024 to Jul 24, 2024factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 20, 2021 to Apr 28, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 5, 2021 to Jul 14, 2021factForm ADV

Dated events

Occurred
Jan 8, 2026
Advisor changed firm
Ike Ugonnaya Elele left Ameriprise Financial Services, Llc for Capitalwize, Llc (registered 2026-02-23)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2024
Advisor changed firm
Ike Ugonnaya Elele left Equitable Advisors, Llc for Ameriprise Financial Services, Llc (registered 2024-10-24)
Form ADVobserved 4 days ago
Occurred
Jul 24, 2024
Advisor changed firm
Ike Ugonnaya Elele left Mml Investors Services, Llc for Equitable Advisors, Llc (registered 2024-07-18)
Form ADVobserved 4 days ago
Occurred
Dec 8, 2023
Advisor changed firm
Ike Ugonnaya Elele left Ameriprise Financial Services, Llc for Mml Investors Services, Llc (registered 2024-03-14)
Form ADVobserved 4 days ago
Occurred
Apr 28, 2022
Advisor changed firm
Ike Ugonnaya Elele left T. Rowe Price Advisory Services, Inc. for Ameriprise Financial Services, Llc (registered 2022-06-15)
Form ADVobserved 4 days ago