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
Elizabeth Frances Connelly
Feed of 09/14/2026
Also filed as Elizabeth F Schrodt
At current firm
4 y
since Dec 15, 2021
In the industry
20 y
since Dec 21, 2005 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Visionary Wealth Advisors, LLC independent RIA currentsince Dec 15, 2021 · St. Louis, Mo
- Krilogy independent RIANov 7, 2013 to Nov 27, 2021 · St. Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 1, 2006 to Nov 1, 2013 · Swansea, Il
Moves
a registration end followed by a registration begin elsewhere
- Krilogy to Visionary Wealth Advisors, LLCleft Nov 27, 2021, registered Dec 15, 2021 (18 days) · RIA to RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Krilogyleft Nov 1, 2013, registered Nov 7, 2013 (6 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