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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

E•• G••• S••••••

B•••••••••independent RIANew York, NyIA-onlyIAPD 6808060

Feed of 09/14/2026

Also filed as Eli Savelle

At current firm

2 y

since Jul 23, 2024

In the industry

13 y

since Aug 1, 2013 (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

B••••••••• independent RIA current
since Jul 23, 2024 · New York, Ny
P•••• S••••••••• L•• no RAUM
May 16, 2023 to May 24, 2024 · San Diego, Ca
C•••••• S••••• • C••• I••• national BD
Jan 26, 2022 to May 17, 2023 · San Diego, Ca
T• A••••••••• I••••••••• M••••••••• L•• former
Apr 18, 2018 to May 17, 2023 · Bellevue, Wa
T• A••••••••• I••• former
Apr 18, 2018 to Oct 14, 2022 · Bellevue, Wa
H•••••• T••••••• • K•••• L•• independent RIA
Jan 4, 2018 to Jan 26, 2018 · Bellevue, Wa

Moves

a registration end followed by a registration begin elsewhere

P•••• S••••••••• L•• to B•••••••••
left May 24, 2024, registered Jul 23, 2024 (60 days) · Affiliated broker-dealer or bank to independent RIA
T• A••••••••• I••••••••• M••••••••• L•• to C•••••• S••••• • C••• I•••
left May 17, 2023, registered Jan 26, 2022 (-476 days) · channel change inside one enterprise, not a move
C•••••• S••••• • C••• I••• to P•••• S••••••••• L••
left May 17, 2023, registered May 16, 2023 (-1 days) · Affiliated broker-dealer or bank to another
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Oct 14, 2022, registered Apr 18, 2018 (-1640 days) · corporate re-registration, not a move
H•••••• T••••••• • K•••• L•• to T• A••••••••• I•••
left Jan 26, 2018, registered Apr 18, 2018 (82 days) · Other

Signals

E•• G••• S•••••• left P•••• S••••••••• L•• for Betterment (registered 2024-07-23)
May 24, 2024 · Advisor changed firm · fact
E•• G••• S•••••• left C•••••• S••••• • C••• I••• for P•••• S••••••••• L•• (registered 2023-05-16)
May 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address