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

Edward Lowell Hildebrand

Elevation Point Wealth Partners, LLCindependent RIADenver, Co IA-onlyIAPD 4209760

Feed of 09/14/2026

Also filed as Edward Lowell Hildebrand

At current firm

2 y

since Sep 6, 2024

In the industry

25 y

since Jan 11, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Elevation Point Wealth Partners, LLC independent RIA current
since Sep 6, 2024 · New Braunfels, Tx
Concorde Asset Management, LLC BD affiliated
Sep 19, 2023 to Apr 23, 2024 · New Braunfels, Tx
Wedbush Securities Inc. BD affiliated
Apr 10, 2023 to Aug 21, 2023 · Austin, Tx
Sanctuary Advisors, LLC BD affiliated
Aug 16, 2021 to Apr 10, 2023 · Miami, Fl
Next Financial Group, Inc. former
May 8, 2019 to Aug 17, 2021 · Houston, Tx
Sowell Management independent RIA
Mar 12, 2019 to May 2, 2019 · North Little Rock, Ar
Stephens BD affiliated
Aug 21, 2017 to Dec 13, 2018 · Little Rock, Ar
Raymond James & Associates, Inc. national BD
Oct 14, 2015 to Jul 18, 2017 · Houston, Tx
Next Financial Group, Inc. former
Apr 7, 2010 to Sep 24, 2015 · Houston, Tx
Charles Schwab & Co., Inc. national BD
Feb 20, 2008 to Mar 24, 2010 · Sugar Land, Tx
Td Ameritrade, Inc. former
Jul 15, 2004 to May 2, 2005 · Plano, Tx

Moves

a registration end followed by a registration begin elsewhere

Concorde Asset Management, LLC to Elevation Point Wealth Partners, LLC
left Apr 23, 2024, registered Sep 6, 2024 (136 days) · Affiliated broker-dealer or bank to independent RIA
Wedbush Securities Inc. to Concorde Asset Management, LLC
left Aug 21, 2023, registered Sep 19, 2023 (29 days) · Affiliated broker-dealer or bank to another
Sanctuary Advisors, LLC to Wedbush Securities Inc.
left Apr 10, 2023, registered Apr 10, 2023 (0 days) · Affiliated broker-dealer or bank to another
Next Financial Group, Inc. to Sanctuary Advisors, LLC
left Aug 17, 2021, registered Aug 16, 2021 (-1 days) · Affiliated broker-dealer or bank to another
Sowell Management to Next Financial Group, Inc.
left May 2, 2019, registered May 8, 2019 (6 days) · RIA to RIA
Stephens to Sowell Management
left Dec 13, 2018, registered Mar 12, 2019 (89 days) · Affiliated broker-dealer or bank to independent RIA
Raymond James & Associates, Inc. to Stephens
left Jul 18, 2017, registered Aug 21, 2017 (34 days) · Other
Next Financial Group, Inc. to Raymond James & Associates, Inc.
left Sep 24, 2015, registered Oct 14, 2015 (20 days) · Other
Charles Schwab & Co., Inc. to Next Financial Group, Inc.
left Mar 24, 2010, registered Apr 7, 2010 (14 days) · Other
Td Ameritrade, Inc. to Charles Schwab & Co., Inc.
left May 2, 2005, registered Feb 20, 2008 (1024 days) · Other

Signals

Edward Lowell Hildebrand left Concorde Asset Management, Llc for Elevation Point Wealth Partners, Llc (registered 2024-09-06)
Apr 23, 2024 · Advisor changed firm · fact
Edward Lowell Hildebrand left Wedbush Securities Inc. for Concorde Asset Management, Llc (registered 2023-09-19)
Aug 21, 2023 · Advisor changed firm · fact
Edward Lowell Hildebrand left Sanctuary Advisors, Llc for Wedbush Securities Inc. (registered 2023-04-10)
Apr 10, 2023 · Advisor changed firm · fact

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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address