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 Elliott Cove Capital Management
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 |
|---|---|---|---|---|---|
| Amy Jean Cowger | Wells Fargo Advisors wirehouse | Elliott Cove Capital Management mixed wealth | Wirehouse to independent RIA | Apr 29, 2026 | Aug 13, 2026 (106 d) |
| Vili Rodney Isaloi | Wells Fargo Advisors wirehouse | Elliott Cove Capital Management mixed wealth | Wirehouse to independent RIA | Sep 4, 2024 | Sep 26, 2024 |
| Allison Deette Sweeney | Wells Fargo Advisors wirehouse | Elliott Cove Capital Management mixed wealth | Wirehouse to independent RIA | Feb 22, 2021 | Apr 30, 2021 (67 d) |
| Michael Dean Taylor | Vestory, LLC other | Elliott Cove Capital Management other | Other | Aug 3, 2015 | Sep 19, 2013 |
| Kristal Anne Mcmahan | Hornor, Townsend & Kent, LLC other | Elliott Cove Capital Management other | Other | Sep 16, 2005 | Oct 24, 2006 (403 d) |
| Kory Christiaan Lackey | Economic Investment Advisors, Inc. unclassified | Elliott Cove Capital Management other | Other | Jan 24, 2003 | Feb 10, 2003 |
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6 moves match.