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
Sarah Elizabeth Damsgaard
Feed of 09/14/2026
Also filed as N/A N/A N/A
At current firm
3 y
since Jul 17, 2023
In the industry
15 y
since Dec 16, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Morgan Stanley wirehouse currentsince Jul 17, 2023 · Mequon, Wi
- The Invictus Collective, LLC independent RIAMay 21, 2021 to Jul 18, 2023 · Park Ridge, Il
- J.P. Morgan Securities LLC wirehouseNov 17, 2015 to May 27, 2021 · Chicago, Il
- Credit Suisse Securities (USA) LLC formerAug 4, 2014 to Dec 16, 2015 · Chicago, Il
- Reinhart Partners, LLC otherDec 20, 2010 to Jul 21, 2014 · Mequon, Wi
Moves
a registration end followed by a registration begin elsewhere
- The Invictus Collective, LLC to Morgan Stanleyleft Jul 18, 2023, registered Jul 17, 2023 (-1 days) · RIA to wirehouse
- J.P. Morgan Securities LLC to The Invictus Collective, LLCleft May 27, 2021, registered May 21, 2021 (-6 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- Credit Suisse Securities (USA) LLC to J.P. Morgan Securities LLCleft Dec 16, 2015, registered Nov 17, 2015 (-29 days) · Other
- Reinhart Partners, LLC to Credit Suisse Securities (USA) LLCleft Jul 21, 2014, registered Aug 4, 2014 (14 days) · Other
Signals
- Sarah Elizabeth Damsgaard left The Invictus Collective, Llc for Morgan Stanley (registered 2023-07-17)Jul 18, 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
- Wirehousederived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address