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 Capital Advisors, 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 |
|---|---|---|---|---|---|
| Matthew Dodd | Elevated Capital Advisors, LLC independent RIA | Lucas Retirement Group LLC state registered | RIA to a state-registered adviser | Aug 7, 2025 | May 7, 2026 (273 d) |
| Brandon Aaron Booth | Elevated Capital Advisors, LLC independent RIA | Truadvisors independent RIA | RIA to RIA | Feb 11, 2025 | Feb 20, 2025 |
| Daniel Mckay Allgaier | Elevated Capital Advisors, LLC independent RIA | Artstone Private Wealth state registered | RIA to a state-registered adviser | Jan 31, 2025 | Jul 2, 2024 |
| Micheal D Lucas | Elevated Capital Advisors, LLC independent RIA | Lucas Retirement Group LLC state registered | RIA to a state-registered adviser | Dec 19, 2024 | May 7, 2026 (504 d) |
| Ricardo Alejandro Leyva | Elevated Capital Advisors, LLC independent RIA | Encompass More Asset Management LLC independent RIA | RIA to RIA | Oct 28, 2024 | Nov 1, 2024 |
| Robert Patrick Pachciarz | Elevated Capital Advisors, LLC independent RIA | Pinnacle Financial Planning state registered | RIA to a state-registered adviser | Aug 8, 2024 | May 2, 2022 |
| Crissman Scott Crombie | Elevated Capital Advisors, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Jun 13, 2024 | Jul 17, 2024 (34 d) |
| Raul Antonio Gomez | Elevated Capital Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Apr 16, 2024 | Apr 17, 2024 |
| Andy Mitkowski | Elevated Capital Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Nov 20, 2023 | Nov 30, 2023 |
| Michael Charles Ortola | Elevated Capital Advisors, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 21, 2023 | Aug 10, 2023 |
| Brian Dufort Lowery | Elevated Capital Advisors, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jul 10, 2023 | Oct 30, 2024 (478 d) |
| Patrick Steven Berch | Elevated Capital Advisors, LLC independent RIA | Waterfront Wealth Inc. independent RIA | RIA to RIA | Oct 11, 2022 | Oct 17, 2022 |
| Shane Davis | Elevated Capital Advisors, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 27, 2022 | Oct 12, 2022 |
| Paul Vincent Caputo | Elevated Capital Advisors, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 3, 2022 | May 26, 2026 (1392 d) |
| Shakaib Tariq | Elevated Capital Advisors, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2022 | Sep 20, 2022 (140 d) |
| Vernon Albert Hargrave | Elevated Capital Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 19, 2022 | Apr 18, 2022 |
| Marques Dalon Miles | Elevated Capital Advisors, LLC independent RIA | Brookstone Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 19, 2022 | Apr 18, 2022 |
| Trent Heber Colledge | Elevated Capital Advisors, LLC independent RIA | Orion Portfolio Solutions, LLC independent RIA | RIA to RIA | Dec 10, 2021 | May 27, 2022 (168 d) |
| Mark A Stimpson | Elevated Capital Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 19, 2021 | Jun 3, 2021 |
| Casey Mackenzie Elkins | Elevated Capital Advisors, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 19, 2021 | Jun 3, 2021 |
| Junior Rondeau | Elevated Capital Advisors, LLC independent RIA | Nfsg Corporation BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Sep 22, 2021 (190 d) |
| James Matthew Foley | Elevated Capital Advisors, LLC independent RIA | Ae Wealth Management, LLC independent RIA | RIA to RIA | Jul 8, 2020 | Aug 10, 2020 (33 d) |
| Brytt Christensen | Elevated Capital Advisors, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Apr 1, 2020 | Mar 3, 2021 (336 d) |
| Justin R Nelson | Elevated Capital Advisors, LLC independent RIA | Principal Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2020 | Feb 6, 2020 |
| Sean M Griffeth | Elevated Capital Advisors, LLC other | Learnvest Planning Services, LLC no RAUM | Other | Sep 26, 2017 | Jan 5, 2018 (101 d) |
| David Thomas Krauser | Elevated Capital Advisors, LLC other | You First Financial LLC state registered | Other | Nov 15, 2016 | Mar 15, 2018 (485 d) |
Page 1 of 1
26 moves match.