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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

ELLIS NUROGAR LIDDELL

Advisor at ELE ADVISORY SERVICES, INC

SOUTHFIELD, MI

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Search this name across graphsid dfx:ria:b9bdf870-c502-c877-cb62-435597dcd303

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 17, 2003 to Sep 14, 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: ELE ADVISORY SERVICES, INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 18
Exams: S63|S65
First exam: May 10, 1999
First registration: Jul 17, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 1035964

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
ELE ADVISORY SERVICES, INC	Independent wealth	Apr 14, 2011	n/a	yes	SOUTHFIELD, MI	Current employment
GENEOS WEALTH MANAGEMENT, INC.	Bd affiliated wealth	Jan 4, 2011	Jun 30, 2011	no	Englewood, CO\|SOUTHFIELD, MI	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 1, 2010	Dec 10, 2010	no	SOUTHFIELD, MI	Previous registration
TRIVELLONI ASSET MANAGEMENT	Former SEC adviser	Nov 30, 2010	Dec 15, 2010	no	MOUNT CLEMENS, MI	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Mar 18, 2009	Nov 26, 2010	no	LA VISTA, NE	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jun 16, 2005	Sep 29, 2008	no	ATLANTA, GA\|LYNNFIELD, MA\|SOUTHFIELD, MI\|GREENVILLE, SC	Previous registration
EASTERN POINT ADVISORS INC.	n/a	Jul 18, 2003	Aug 9, 2005	no	SOUTHFIELD, MI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 17, 2003	Jul 28, 2003	no	DALLAS, TX	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
GENEOS WEALTH MANAGEMENT, INC.	ELE ADVISORY SERVICES, INC	Jun 30, 2011	Apr 14, 2011	-77	Firm change after gap	Other
TRIVELLONI ASSET MANAGEMENT	SECURITIES AMERICA ADVISORS, INC.	Dec 15, 2010	Dec 1, 2010	-14	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	GENEOS WEALTH MANAGEMENT, INC.	Dec 10, 2010	Jan 4, 2011	25	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	TRIVELLONI ASSET MANAGEMENT	Nov 26, 2010	Nov 30, 2010	4	Firm change	Other
INVESTORS CAPITAL ADVISORY	SECURITIES AMERICA ADVISORS, INC.	Sep 29, 2008	Mar 18, 2009	170	Firm change	Other
EASTERN POINT ADVISORS INC.	INVESTORS CAPITAL ADVISORY	Aug 9, 2005	Jun 16, 2005	-54	Firm change after gap	Other
WELLS FARGO ADVISORS	EASTERN POINT ADVISORS INC.	Jul 28, 2003	Jul 18, 2003	-10	Firm change	Other

Relationships

Registered with (7)

→ ELE ADVISORY SERVICES, INCRegistered adviserregistration: current employment
Apr 14, 2011 to presentfactForm ADV
→ GENEOS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jan 4, 2011 to Jun 30, 2011factForm ADV
→ TRIVELLONI ASSET MANAGEMENTRegistered adviserregistration: previous registration
Nov 30, 2010 to Dec 15, 2010factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 1, 2010 to Dec 10, 2010factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jun 16, 2005 to Sep 29, 2008factForm ADV
→ EASTERN POINT ADVISORS INC.Registered adviserregistration: previous registration
Jul 18, 2003 to Aug 9, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 17, 2003 to Jul 28, 2003factForm ADV

Dated events

No dated event names this entity yet.