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 Element Pointe Family Office
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 |
|---|---|---|---|---|---|
| Lura Jae-Nicole Marrs | Element Pointe Family Office independent RIA | Torren Management, LLC independent RIA | RIA to RIA | Apr 9, 2026 | Jan 27, 2026 |
| Elisha Kes | Element Pointe Family Office independent RIA | Legacy Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 4, 2025 | Jan 28, 2026 (177 d) |
| Anthony Joseph Labrake | Element Pointe Family Office independent RIA | Fiduciary Family Office, LLC independent RIA | RIA to RIA | May 7, 2024 | May 30, 2024 |
| Jonathan H Goldstein | Element Pointe Family Office independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jul 26, 2022 | Dec 6, 2022 (133 d) |
| Mary De Luis | Element Pointe Family Office independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 12, 2018 | Sep 20, 2018 (70 d) |
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5 moves match.