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 Elevation Advisory Partners 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 |
|---|---|---|---|---|---|
| John Joseph Asta | Elevation Advisory Partners LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | May 5, 2026 | Apr 27, 2026 |
| Sandra Diane Dose | Elevation Advisory Partners LLC independent RIA | Open Prairie Wealth Management state registered | RIA to a state-registered adviser | Nov 5, 2025 | Nov 20, 2025 |
| Lindsey Lee Chrystan | Elevation Advisory Partners LLC independent RIA | United Planners' Financial Services Of America A Limited Partner independent RIA | RIA to RIA | Dec 5, 2022 | Sep 22, 2022 |
| Theodore Perez | Elevation Advisory Partners LLC independent RIA | Tax Favored Retirement state registered | RIA to a state-registered adviser | Oct 12, 2021 | Oct 21, 2021 |
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4 moves match.