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 Inscription Capital, 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 |
|---|---|---|---|---|---|
| Andrew Clifton Keller | Inscription Capital, LLC independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jun 29, 2026 |
| Patrick Ryan Keller | Inscription Capital, LLC independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Jul 9, 2026 | Jun 29, 2026 |
| Lavada Fulgham Waters | Inscription Capital, LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2025 | Jan 29, 2025 |
| Stephan M Farber | Inscription Capital, LLC independent RIA | U.S. Capital Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 24, 2025 | Jan 29, 2025 |
| Mark Robert Flatow | Inscription Capital, LLC independent RIA | Inscription Family Office, LLC no RAUM | Other | Jul 8, 2022 | Sep 20, 2019 |
| Olivia Salas Roppolo | Inscription Capital, LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2021 | Apr 15, 2021 |
| Alvaro Trullenque | Inscription Capital, LLC independent RIA | Inscription Family Office, LLC no RAUM | RIA to a newly registered adviser | Feb 6, 2020 | Sep 20, 2019 |
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7 moves match.