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 Income Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Wesley L Lindquist | Elite Income Advisors, Inc. independent RIA | Bankers Life Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 23, 2025 | Jun 9, 2026 (168 d) |
| Jason Anthony Koval | Elite Income Advisors, Inc. independent RIA | Meta Wealth Advisory independent RIA | RIA to RIA | Sep 26, 2025 | Apr 20, 2026 (206 d) |
| Nicholas Rodney Wells | Elite Income Advisors, Inc. independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 26, 2025 | Apr 1, 2026 (187 d) |
| Kaitlyn Lauren Manning | Elite Income Advisors, Inc. independent RIA | Securian Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2021 | Jan 13, 2022 (169 d) |
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4 moves match.