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 Elwood & Goetz

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
Michelle Kruger FernandezElwood & Goetz independent RIAGratus Capital, LLC independent RIARIA to RIAAug 14, 2023Aug 23, 2023
Benjamin Isaac Jacobs-NichelsonElwood & Goetz independent RIAFully Financial independent RIARIA to RIAMay 22, 2023Apr 26, 2023
Ryan Miller RasmussenElwood & Goetz independent RIAFully Financial independent RIARIA to RIAMay 11, 2022May 30, 2025 (1115 d)
Contey Fulinia SmithElwood & Goetz independent RIAOrigin Investment Advisory LLC no RAUMRIA to a newly registered adviserDec 17, 2021Jan 7, 2022
Amanda Medrow MyersElwood & Goetz otherJanney Montgomery Scott LLC BD affiliatedOtherNov 4, 2010May 15, 2025 (5306 d)
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5 moves match.