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 Elevage 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 |
|---|---|---|---|---|---|
| David Michael Smith | Elevage Partners, LLC independent RIA | Oneamerica Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 25, 2024 | Jun 11, 2025 (229 d) |
| James Chad Watt | Elevage Partners, LLC independent RIA | Valic Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 29, 2020 | Jun 29, 2021 (273 d) |
| Bruce John Jensen | Elevage Partners, LLC independent RIA | Boyar Asset Management, Inc. independent RIA | RIA to RIA | Feb 4, 2020 | Jun 10, 2021 (492 d) |
| Craig Andrew Roncaioli | Elevage Partners, LLC independent RIA | Redhawk Wealth Advisors, Inc. mixed wealth | RIA to RIA | Apr 15, 2019 | Apr 15, 2019 |
| Mary Elizabeth Fugler | Elevage Partners, LLC independent RIA | Washington Peak Investment Advisors LLC state registered | RIA to a state-registered adviser | Dec 5, 2018 | Mar 23, 2021 (839 d) |
| Bruce John Jensen | Elevage Partners, LLC independent RIA | Holly Street Wealth Advisors other | Other | Apr 1, 2015 | Apr 1, 2015 |
| David William Cook | Elevage Partners, LLC independent RIA | Stone Toro Investment Advisers other | Other | Apr 29, 2014 | May 30, 2014 (31 d) |
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7 moves match.