DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Elevate Capital Group, 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 |
|---|---|---|---|---|---|
| James Anthony Thornton | Elevate Capital Group, LLC no RAUM | Elevate Wealth Advisors, LLC state registered | Other | Apr 9, 2025 | Nov 5, 2024 |
| Jason Michael Rotman | Elevate Capital Group, LLC no RAUM | Elevate Wealth Advisors, LLC state registered | Other | Apr 9, 2025 | May 2, 2025 |
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2 moves match.