DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Columbus, OH | STAMFORD, CT
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 |
|---|---|---|---|---|---|---|
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Bd affiliated wealth | Apr 19, 2024 | n/a | yes | Columbus, OH|STAMFORD, CT | Current employment |
| MONACO CAPITAL MANAGEMENT, LLC | Former SEC adviser | Dec 19, 2023 | Mar 25, 2024 | no | VIRGINIA BEACH, VA | Previous registration |
| ELAN WEALTH MANAGEMENT, L.L.C. | Former SEC adviser | Dec 8, 2023 | Mar 18, 2025 | no | SOUTHERN SHORES, NC|CHESAPEAKE, VA|VIRGINIA BEACH, VA | Previous registration |
| TULL FINANCIAL GROUP, INC. | Independent wealth | May 24, 2004 | Jul 9, 2018 | no | CHESAPEAKE, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ELAN WEALTH MANAGEMENT, L.L.C. | MONACO CAPITAL MANAGEMENT, LLC | Mar 18, 2025 | Dec 19, 2023 | -455 | Firm change after gap | RIA to RIA |
| MONACO CAPITAL MANAGEMENT, LLC | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | Mar 25, 2024 | Apr 19, 2024 | 25 | Firm change | RIA to ibd |
| TULL FINANCIAL GROUP, INC. | ELAN WEALTH MANAGEMENT, L.L.C. | Jul 9, 2018 | Dec 8, 2023 | 1,978 | Firm change after gap | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 130174:283004:VA:2024-03-25 | Mar 25, 2024 | Apr 19, 2024 | VIRGINIA BEACH, VA | Firm change |