DFX Intelligence

RIA Intelligence

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Registered advisor

D•••• D••••• B••••••••

E•••••••• W••••• M•••••••••independent RIAEden Prairie, Mn IA-onlyIAPD 4842217

Feed of 09/15/2026

At current firm

3 y

since Jun 26, 2023

In the industry

22 y

since Sep 21, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Client Service Managerreportedmyelevationwealth.comfirm site, Sep 15, 2026
Business email: derek@myelevationwealth.comreportedmyelevationwealth.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.

Registration history

IAPD current and previous registrations

E•••••••• W••••• M••••••••• independent RIA current
since Jun 26, 2023 · Eden Prairie, Mn
T• A••••••••• I••••••••• M••••••••• L•• former
Apr 22, 2008 to Jun 8, 2018 · Edina, Mn
T• A••••••••• I••• former
Apr 22, 2008 to Jun 8, 2018 · Edina, Mn
W•••• F•••• I••••••••• L•• unclassified
Feb 4, 2008 to Apr 10, 2008 · Minneapolis, Mn
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 4, 2006 to Dec 31, 2007 · Minneapolis, Mn

Moves

a registration end followed by a registration begin elsewhere

T• A••••••••• I••• to E•••••••• W••••• M•••••••••
left Jun 8, 2018, registered Jun 26, 2023 (1844 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Jun 8, 2018, registered Apr 22, 2008 (-3699 days) · corporate re-registration, not a move
W•••• F•••• I••••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••
left Apr 10, 2008, registered Apr 22, 2008 (12 days) · Other
A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• I••••••••• L••
left Dec 31, 2007, registered Feb 4, 2008 (35 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address