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

Arrivals at Element Wealth, 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
Brian Christopher Von HeinKeyes, Stange & Wooten Wealth Management, LLC independent RIAElement Wealth, LLC independent RIARIA to RIAJul 1, 2026Jul 17, 2026
David Satterfield MorseCoker & Palmer independent RIAElement Wealth, LLC independent RIARIA to RIAMay 2, 2025May 16, 2025
James Paul BaileyLPL Financial LLC BD affiliatedElement Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 15, 2024Jan 24, 2024
Laura Elizabeth Brame CerraRaymond James Financial Services Advisors, Inc BD affiliatedElement Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 27, 2019Dec 8, 2020 (650 d)
Jeremy Martin NelsonSowell Management independent RIAElement Wealth, LLC independent RIARIA to RIASep 4, 2018Sep 5, 2018
William Clark SmithUBS Financial Services Inc. wirehouseElement Wealth, LLC otherOtherJul 24, 2006Aug 15, 2006
Danny Collins WilliamsUBS Financial Services Inc. wirehouseElement Wealth, LLC otherOtherJul 24, 2006Aug 15, 2006
Roger Clayton DavisUBS Financial Services Inc. wirehouseElement Wealth, LLC otherOtherSep 21, 2005Aug 15, 2006 (328 d)
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8 moves match.