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 Elevated Performance Investment Group, 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 |
|---|---|---|---|---|---|
| Robert L Lamm | Elevated Performance Investment Group, LLC state registered | Pruco Securities, LLC BD affiliated | Other | Mar 20, 2020 | May 19, 2020 (60 d) |
| Alyssa Nicole Thomason | Elevated Performance Investment Group, LLC state registered | Ameriprise Financial Services, LLC national BD | Other | Jan 2, 2020 | Dec 6, 2019 |
| Carl Damien Gill | Elevated Performance Investment Group, LLC state registered | Healthview Asset Management, Inc. independent RIA | Other | Feb 1, 2017 | Jan 31, 2018 (364 d) |
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3 moves match.