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.

Advisor moves

Departures from Eltekon Advisors, LLC.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Nicholas Anthony GiambriEltekon Advisors, LLC. independent RIAHuntington Financial Advisors otherOtherDec 10, 2007Dec 11, 2007
Louis TranquilliEltekon Advisors, LLC. independent RIAIc Advisory Services, Inc. otherOtherJul 5, 2007Jul 6, 2007
Kelly Ditmore MahmoudEltekon Advisors, LLC. independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJan 26, 2004Jan 3, 2007 (1073 d)
Michael L CalvinEltekon Advisors, LLC. independent RIACovenant Advisors, LLC. unclassifiedOtherAug 20, 2002Jul 15, 2004 (695 d)
Page 1 of 1
4 moves match.