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 Switzer

Larson Financial Group, LLCBD affiliatedHouston, Tx dual registrantIAPD 6220181

Certified Financial Planner

Feed of 09/14/2026

Also filed as Elizabeth K Thaman

At current firm

2 y

since Sep 17, 2024

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Larson Financial Group, LLC BD affiliated current
since Sep 17, 2024 · Saint Louis, Mo
Motley Fool Wealth Management, LLC independent RIA
Nov 14, 2022 to Aug 29, 2024 · Denver, Co
Wells Fargo Advisors wirehouse
Jun 15, 2022 to Oct 24, 2022 · Boulder, Co
Moneta Group Investment Advisors, LLC independent RIA
Oct 5, 2020 to May 31, 2022 · St. Louis, Mo
Wells Fargo Advisors wirehouse
Sep 4, 2015 to Sep 23, 2020 · St. Charles, Mo

Moves

a registration end followed by a registration begin elsewhere

Motley Fool Wealth Management, LLC to Larson Financial Group, LLC
left Aug 29, 2024, registered Sep 17, 2024 (19 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Motley Fool Wealth Management, LLC
left Oct 24, 2022, registered Nov 14, 2022 (21 days) · Wirehouse to independent RIA
Moneta Group Investment Advisors, LLC to Wells Fargo Advisors
left May 31, 2022, registered Jun 15, 2022 (15 days) · RIA to wirehouse
Wells Fargo Advisors to Moneta Group Investment Advisors, LLC
left Sep 23, 2020, registered Oct 5, 2020 (12 days) · Wirehouse to independent RIA

Signals

Elizabeth Switzer left Motley Fool Wealth Management, Llc for Larson Financial Group, Llc (registered 2024-09-17)
Aug 29, 2024 · Advisor changed firm · fact
Elizabeth Switzer left Wells Fargo Advisors for Motley Fool Wealth Management, Llc (registered 2022-11-14)
Oct 24, 2022 · Advisor changed firm · fact
Elizabeth Switzer left Moneta Group Investment Advisors, Llc for Wells Fargo Advisors (registered 2022-06-15)
May 31, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address