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 Investment Team 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.

AdvisorFromToTypeLeftRegistered
Jacob R LincolnElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 8, 2021Jan 8, 2021
David Nathan Robert MorganElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 8, 2021Jan 8, 2021
William Hartwell CoxElite Investment Team LLC independent RIAWealthcare Capital Management LLC independent RIARIA to RIAJan 6, 2021Jul 20, 2021 (195 d)
Raymond Patrick OconnellElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 19, 2021
Stephanie Ann PocheElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 1, 2025 (1456 d)
Anton James AndersonElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIAJan 6, 2021Jan 6, 2021
Robert Hubbard TrowbridgeElite Investment Team LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIAJan 4, 2021Dec 17, 2020
Sean Collin RhodesElite Investment Team LLC independent RIAOnyx Bridge Wealth Group LLC independent RIARIA to RIADec 31, 2020Jan 14, 2021
Brian Charles DoughertyElite Investment Team LLC independent RIACoppell Advisory Solutions LLC independent RIARIA to RIADec 31, 2020Dec 18, 2020
Darryl Joseph ChouinardElite Investment Team LLC independent RIAHeritage Wealth Management, LLC independent RIARIA to RIADec 31, 2020Mar 19, 2020
Nicklos Karl NasemanElite Investment Team LLC independent RIARoyal Fund Management, LLC independent RIARIA to RIADec 31, 2020Feb 16, 2023 (777 d)
Kurt James ObermillerElite Investment Team LLC independent RIAHeritage Wealth Management, LLC independent RIARIA to RIADec 31, 2020Mar 26, 2020
Ryan Kennedy FoncannonElite Investment Team LLC independent RIAPeace Of Mind Wealth Management independent RIARIA to RIADec 31, 2020Apr 5, 2022 (460 d)
Pamela Marie DesjardinsElite Investment Team LLC independent RIAStrategic Planning Associates state registeredRIA to a state-registered adviserDec 31, 2020Sep 10, 2024 (1349 d)
Michael John SloanElite Investment Team LLC independent RIAPortfolio Medics, LLC independent RIARIA to RIAJun 1, 2020Nov 16, 2020 (168 d)
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15 moves match.