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 Elan Wealth Management, L.L.C.
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 |
|---|---|---|---|---|---|
| Kirstin Lynn Hark | Elan Wealth Management, L.L.C. independent RIA | Monaco Capital Management, LLC independent RIA | RIA to RIA | Mar 18, 2025 | Dec 19, 2023 |
| Timothy Paul Portelance | Elan Wealth Management, L.L.C. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2025 | Apr 14, 2024 |
| Ryan Nathaniel Russo | Elan Wealth Management, L.L.C. independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jan 28, 2025 | Apr 9, 2026 (436 d) |
Page 1 of 1
3 moves match.