DFX Intelligence
Advisor moves
Arrivals at Elevation Point Wealth 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 |
|---|---|---|---|---|---|
| Paul David Abdenour | Symmetry Partners mixed wealth | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Jun 11, 2021 | Feb 16, 2023 (615 d) |
| Joel Timothy Bennett | Q3 Asset Management Corporation independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Jun 1, 2021 | Feb 14, 2023 (623 d) |
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62 moves match.