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 Teeple Snyder Newsome Wealth & Tax Management
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 |
|---|---|---|---|---|---|
| Richard Lee Elsbury | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 22, 2026 | May 29, 2026 (37 d) |
| Park Elim Leacock | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Monument Advisers state registered | RIA to a state-registered adviser | Sep 13, 2024 | Sep 20, 2024 |
| Kevin James Lewis | Teeple Snyder Newsome Wealth & Tax Management independent RIA | Lewis Wealth Management, LLC state registered | RIA to a state-registered adviser | Jun 21, 2017 | Jun 27, 2017 |
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3 moves match.