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
Samuel Wright
Feed of 09/14/2026
At current firm
2 y
since Nov 2, 2023
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
17
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Voya Investment Management Co. LLC asset manager currentsince Nov 2, 2023 · Atlanta, Ga
- Elevation Point Wealth Partners, LLC independent RIAJun 14, 2023 to Nov 17, 2023 · Denver, Co
- Howard Capital Management, LLC independent RIANov 30, 2020 to Oct 15, 2021 · Alpharetta, Ga
- Stratos Wealth Partners, Ltd BD affiliatedJul 29, 2014 to Sep 16, 2016 · Marietta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Elevation Point Wealth Partners, LLC to Voya Investment Management Co. LLCleft Nov 17, 2023, registered Nov 2, 2023 (-15 days) · Other
- Howard Capital Management, LLC to Elevation Point Wealth Partners, LLCleft Oct 15, 2021, registered Jun 14, 2023 (607 days) · RIA to RIA
- Stratos Wealth Partners, Ltd to Howard Capital Management, LLCleft Sep 16, 2016, registered Nov 30, 2020 (1536 days) · Other
Signals
- Samuel Wright left Elevation Point Wealth Partners, Llc for Voya Investment Management Co. Llc (registered 2023-11-02)Nov 17, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address