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

Haley Lynn Ellis

Allegiance Financial Groupindependent RIAWilmington, Nc dual registrantIAPD 6707502

Certified Financial Planner

Feed of 09/14/2026

Also filed as Haley Lynn Tolitsky

At current firm

3 y

since Nov 4, 2022

In the industry

12 y

since Aug 1, 2014 (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

Professional profile

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

Business email: haley@afgas.netreportedafgas.netfirm 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

Allegiance Financial Group independent RIA current
since Nov 4, 2022 · Wilmington, Nc
Newedge Advisors BD affiliated
Oct 3, 2022 to Oct 31, 2022 · Boston, Ma
Allegiance Financial Group independent RIA
Sep 3, 2021 to Sep 19, 2022 · Wilmington, Nc
Acorn Financial Advisory Services, Inc. independent RIA
Jan 2, 2019 to Oct 7, 2021 · Wilmington, Nc
The Strategic Financial Alliance BD affiliated
Nov 12, 2018 to Dec 31, 2018 · Wilmington, Nc

Moves

a registration end followed by a registration begin elsewhere

Newedge Advisors to Allegiance Financial Group
left Oct 31, 2022, registered Nov 4, 2022 (4 days) · Affiliated broker-dealer or bank to independent RIA
Allegiance Financial Group to Newedge Advisors
left Sep 19, 2022, registered Oct 3, 2022 (14 days) · RIA to affiliated broker-dealer or bank
Acorn Financial Advisory Services, Inc. to Allegiance Financial Group
left Oct 7, 2021, registered Sep 3, 2021 (-34 days) · RIA to a newly registered adviser · moved with a team
The Strategic Financial Alliance to Acorn Financial Advisory Services, Inc.
left Dec 31, 2018, registered Jan 2, 2019 (2 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Haley Lynn Ellis left Newedge Advisors for Allegiance Financial Group (registered 2022-11-04)
Oct 31, 2022 · Advisor changed firm · fact
Haley Lynn Ellis left Allegiance Financial Group for Newedge Advisors (registered 2022-10-03)
Sep 19, 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address