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.
Gene Boyd Elliott
- Title
- Senior Wealth Advisor and Director of Financial Planningreportedbriofg.comfirm site, Sep 15, 2026
- Professional profile
- BRIOFG.COM/team-member/gene-elliottreportedbriofg.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Brio Financial Group independent RIA currentsince Oct 13, 2017 · San Francisco, Ca
- Ameriprise Financial Services, LLC national BDAug 31, 2015 to Oct 19, 2017 · San Francisco, Ca
- Ameriprise Financial Services, LLC to Brio Financial Groupleft Oct 19, 2017, registered Oct 13, 2017 (-6 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address