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 Ellevest

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
Corrinne Marie RiversEllevest independent RIAChildfree Wealth independent RIARIA to RIADec 11, 2025Aug 5, 2025
Darci Colleen ZaunmillerEllevest independent RIANectarine no RAUMOtherNov 24, 2025Jan 12, 2026 (49 d)
Ehijie Mofeolu SadoEllevest independent RIAValues Added Financial independent RIARIA to RIANov 24, 2025Feb 5, 2026 (73 d)
Maria KleinhansEllevest independent RIAAngeles Wealth Management, LLC independent RIARIA to RIAMay 2, 2025Jun 18, 2025 (47 d)
Elizabeth Cameron RogersEllevest independent RIAAngeles Wealth Management, LLC independent RIARIA to RIAMay 2, 2025May 12, 2025
Uchechi KaluEllevest independent RIAGreenlight Financial Planning, LLC state registeredRIA to a state-registered adviserApr 23, 2025Sep 11, 2025 (141 d)
Katherine Nicole PhillipsEllevest independent RIAMercer Global Advisors Inc. independent RIARIA to RIAApr 21, 2025Apr 22, 2025
Patricia Ann StallworthEllevest independent RIAMainstreet Financial Planning, Inc. state registeredRIA to a state-registered adviserApr 7, 2025Apr 24, 2026 (382 d)
Jennifer NeeleyEllevest independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2025Jun 5, 2025 (59 d)
Dawn Carolyn AbernathyEllevest independent RIACompass Wealth independent RIARIA to RIAApr 7, 2025May 12, 2026 (400 d)
Michelle Rae WagnerEllevest independent RIACore Planning independent RIARIA to RIAApr 7, 2025Sep 4, 2025 (150 d)
Brooke WeiseEllevest independent RIAWeise Financial Wellness state registeredRIA to a state-registered adviserApr 7, 2025May 6, 2026 (394 d)
Lyndsi Grace StenderEllevest independent RIAMotley Fool Wealth Management, LLC independent RIARIA to RIAMar 19, 2025Apr 10, 2025
Sabrina RoshEllevest independent RIAMotley Fool Wealth Management, LLC independent RIARIA to RIAMar 13, 2025May 30, 2025 (78 d)
Maria A DelgadoEllevest independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 13, 2025Feb 3, 2025
Lori Beth LustbergEllevest independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAFeb 4, 2025Oct 29, 2025 (267 d)
Allison Ruckey KvikstadEllevest independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 6, 2025Jan 9, 2025
Valerie Isabel MarquezEllevest independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 6, 2025Jan 7, 2025
Healy MarroyEllevest independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 4, 2024Jan 6, 2025 (33 d)
Michelle PetrowskiEllevest independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2024May 12, 2026 (526 d)
Jaclyn Elaine Madrid MercerEllevest independent RIAFlourish Wealth Management Inc. independent RIARIA to RIANov 27, 2024Dec 6, 2024
Kathleen Jessica VillegasEllevest independent RIARoot Financial Partners independent RIARIA to RIAJul 29, 2024Oct 23, 2024 (86 d)
Allison Masoero HersheyEllevest independent RIAFruitful independent RIARIA to RIAJun 12, 2024Oct 15, 2024 (125 d)
Naima Nefertari Barnes BushEllevest independent RIAFruitful independent RIARIA to RIAMay 28, 2024May 29, 2024
Ashley Lauren StephensonEllevest independent RIAParallel Advisors, LLC independent RIARIA to RIAFeb 14, 2024Nov 14, 2023
Rachel G RabinovichEllevest independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Jul 7, 2023 (249 d)
Andrea L CiprianiEllevest independent RIAMorgan Stanley wirehouseRIA to wirehouseOct 31, 2022Aug 2, 2023 (275 d)
Lindsey Carolyn LewisEllevest independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2022Oct 9, 2025 (1074 d)
Victoria E FergusonEllevest independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAOct 31, 2022Dec 2, 2022 (32 d)
Rebecca Bradshaw PalmerEllevest independent RIAFruitful no RAUMRIA to a newly registered adviserJul 27, 2022Sep 16, 2022 (51 d)
Carmina Victoria LongEllevest independent RIAGoldman Sachs Asset Management, L.P. otherOtherJul 27, 2022Dec 14, 2023 (505 d)
Jodi RuddEllevest independent RIAOrigin Investment Advisory LLC independent RIARIA to RIAJun 28, 2022Aug 5, 2022 (38 d)
Rachel Jean Brown LawrenceEllevest independent RIAReverie Wealth state registeredRIA to a state-registered adviserMay 31, 2022Dec 19, 2022 (202 d)
Krista Allison CavalieriEllevest independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMar 11, 2022Jul 28, 2022 (139 d)
Samantha Craig VientEllevest independent RIARetirable no RAUMOtherMar 9, 2022Mar 2, 2022
Natalie Ann TaylorEllevest independent RIAThe Goodland Group state registeredRIA to a state-registered adviserNov 30, 2021Jan 16, 2020
Jennie Irene SandersEllevest independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankSep 8, 2020Jul 22, 2025 (1778 d)
Suhaila PalumboEllevest independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 25, 2020Aug 19, 2020
Tammy K PiochEllevest independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2020Jul 6, 2020 (122 d)
Elisa A. FierroEllevest independent RIAThe Mather Group, LLC independent RIARIA to RIADec 13, 2019Aug 6, 2020 (237 d)
Taylor M. BoyleEllevest independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMay 24, 2019Feb 28, 2021 (646 d)
Mally Mills BurtonEllevest independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseSep 25, 2018Sep 21, 2018
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42 moves match.