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.
Benjamin Cecil Hall
- Title
- Director of Tax Services / Wealth Adviser Associatereportedelevate-wealth.comfirm site, Sep 15, 2026
- Designations
- CPAreportedelevate-wealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedelevate-wealth.com“As Director of Tax Services at Elevate Wealth Advisory, Ben Hall brings more than 20 years of experience in corporate accounting, tax strategy, and financial leadership to his role.”
- Professional profile
- elevate-wealth.com/team_member/ben-hall-cpareportedelevate-wealth.comfirm 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.
- Elevate Wealth Advisory, Inc. independent RIA currentsince Oct 14, 2025 · Athens, Ga
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.
- 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