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 Ellis Investment 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 |
|---|---|---|---|---|---|
| Don Constantine Avgerinos | Ellis Investment Partners, LLC independent RIA | Sound Income Strategies, LLC independent RIA | RIA to RIA | Jan 22, 2025 | Jan 10, 2025 |
| Michelle Siano | Ellis Investment Partners, LLC independent RIA | Founders Financial Securities, LLC independent RIA | RIA to RIA | Nov 4, 2024 | Nov 1, 2024 |
| Nicholas Mark Bunio | Ellis Investment Partners, LLC other | Brookstone Wealth Advisors, LLC independent RIA | Other | Feb 23, 2018 | Jun 17, 2019 (479 d) |
| Kevin Auerbach | Ellis Investment Partners, LLC other | Brookstone Capital Management LLC other | Other | Dec 31, 2016 | Oct 18, 2016 |
| Paul Po-Wen Sun | Ellis Investment Partners, LLC other | Sunquest Wealth Management, LLC state registered | Other | Sep 30, 2013 | Sep 13, 2013 |
Page 1 of 1
5 moves match.