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 Elk River Wealth Management 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 |
|---|---|---|---|---|---|
| Brooks William Merrifield | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Rita Koch Day | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Joseph Thomas Rusinko | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Juliet M Hull | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Corey Alan Gragg | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 31, 2026 | Jul 1, 2026 |
| Josh William Weisel | Elk River Wealth Management LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | Jul 27, 2026 | Jul 1, 2026 |
| Daniel Evan Owens | Elk River Wealth Management LLC independent RIA | Juncture Wealth Strategies, LLC independent RIA | RIA to RIA | May 1, 2026 | May 7, 2026 |
| Jon Springer | Elk River Wealth Management LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2024 | Feb 16, 2024 |
| David Carroll | Elk River Wealth Management LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2024 | Feb 16, 2024 |
| Sherry Lynn Tomasello | Elk River Wealth Management LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 16, 2024 | Jan 28, 2026 (712 d) |
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10 moves match.