DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ELEVATED FINANCIAL GROUP | Independent wealth | Jan 10, 2025 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| INVST, LLC | Independent wealth | Feb 16, 2023 | Jan 2, 2025 | no | INDIANAPOLIS, IN | Previous registration |
| OMEGA WEALTH PRIVATE CAPITAL LLC | State registered | Oct 30, 2022 | Jan 24, 2023 | no | CINCINNATI, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVST, LLC | ELEVATED FINANCIAL GROUP | Jan 2, 2025 | Jan 10, 2025 | 8 | Firm change | RIA to new firm |
| OMEGA WEALTH PRIVATE CAPITAL LLC | INVST, LLC | Jan 24, 2023 | Feb 16, 2023 | 23 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282863:334353:IN:2024-12-20 | Jan 2, 2025 | Jan 10, 2025 | INDIANAPOLIS, IN | Firm change |