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 Elevation Point Wealth Partners, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hunter Bertrand | Elevation Point Wealth Partners, LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 29, 2026 | Jun 22, 2026 |
| Winston Frederick Justice | Elevation Point Wealth Partners, LLC independent RIA | Sagepoint Capital Partners LLC no RAUM | RIA to a newly registered adviser | Apr 2, 2026 | May 1, 2026 |
| Robert Tamarkin | Elevation Point Wealth Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jan 6, 2026 | Dec 8, 2025 |
| Stephanie Bragg | Elevation Point Wealth Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 17, 2025 | Dec 1, 2025 |
| Jacob M Urowsky | Elevation Point Wealth Partners, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 7, 2025 | May 26, 2026 (200 d) |
| Jacob Lee Hartke | Elevation Point Wealth Partners, LLC independent RIA | Lake Street independent RIA | RIA to RIA | Jul 21, 2025 | Jun 2, 2025 |
| David Brendan Gottesman | Elevation Point Wealth Partners, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jul 11, 2024 | Jul 17, 2024 |
| Kurt David Wedewer | Elevation Point Wealth Partners, LLC independent RIA | Contego Capital Group, Inc. independent RIA | RIA to RIA | Jan 23, 2024 | Feb 26, 2024 (34 d) |
| Joel Timothy Bennett | Elevation Point Wealth Partners, LLC independent RIA | Curi Capital, LLC independent RIA | RIA to RIA | Dec 1, 2023 | Mar 5, 2024 (95 d) |
| Paul David Abdenour | Elevation Point Wealth Partners, LLC independent RIA | Mariner Advisor Network BD affiliated | RIA to affiliated broker-dealer or bank | Dec 1, 2023 | Nov 13, 2024 (348 d) |
| Samuel Wright | Elevation Point Wealth Partners, LLC independent RIA | Voya Investment Management Co. LLC other | Other | Nov 17, 2023 | Nov 2, 2023 |
| Marc Evan Friedman | Elevation Point Wealth Partners, LLC independent RIA | Investment Security Group, Inc. independent RIA | RIA to RIA | May 2, 2019 | Jan 14, 2019 |
Page 1 of 1
12 moves match.