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 Elite 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 |
|---|---|---|---|---|---|
| Nathan Yue Jia | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC no RAUM | Other | Dec 31, 2020 | May 12, 2023 (862 d) |
| Mengran Wei | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC asset manager | Other | Dec 31, 2020 | May 23, 2023 (873 d) |
| Jun Jiang | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC no RAUM | Other | Dec 31, 2020 | Jan 20, 2023 (750 d) |
| Jing Sun | Elite Advisors, LLC asset manager | Sunstone Advisors, LLC asset manager | Other | Dec 31, 2020 | Nov 30, 2023 (1064 d) |
| Sen Nmn Zhang | Elite Advisors, LLC other | Corrigit Capital Group state registered | Other | Jan 19, 2018 | Mar 30, 2018 (70 d) |
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5 moves match.