DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Scott Dale Elisha
Feed of 09/14/2026
At current firm
5 y
since Aug 31, 2021
In the industry
20 y
since Oct 14, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Perigon Wealth Management, LLC independent RIA currentsince Aug 31, 2021 · San Francisco, Ca
- Lombard Street Partners, LLC unclassifiedDec 19, 2011 to Mar 31, 2014 · Danville, Ca
- Stratifi, LLC formerMay 25, 2010 to Jan 13, 2012 · San Francisco, Ca
- Lombard Street Partners, LLC unclassifiedFeb 19, 2008 to Dec 31, 2009 · Daville, Ca
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 17, 2005 to Jan 23, 2008 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- Lombard Street Partners, LLC to Perigon Wealth Management, LLCleft Mar 31, 2014, registered Aug 31, 2021 (2710 days) · Other
- Stratifi, LLC to Lombard Street Partners, LLCleft Jan 13, 2012, registered Dec 19, 2011 (-25 days) · Other
- Lombard Street Partners, LLC to Stratifi, LLCleft Dec 31, 2009, registered May 25, 2010 (145 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Lombard Street Partners, LLCleft Jan 23, 2008, registered Feb 19, 2008 (27 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address