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 Elevation 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 |
|---|---|---|---|---|---|
| Samara Hanson Velloo | Morgan Stanley wirehouse | Elevation Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Mar 24, 2026 | Apr 10, 2026 |
| Devin Wray Hanson | Wealth Enhancement Advisory Services, LLC BD affiliated | Elevation Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2025 | Mar 5, 2025 |
| Stephen Lee Block | Phocas Financial Corporation mixed wealth | Elevation Wealth Partners, LLC independent RIA | RIA to RIA | Feb 15, 2024 | Oct 11, 2023 |
| Andrew Paul Kirchner | Assetmark, Inc. BD affiliated | Elevation Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2019 | Jan 11, 2021 (640 d) |
| Thomas Andrew Howard | Lodestar Private Asset Management LLC independent RIA | Elevation Wealth Partners, LLC independent RIA | RIA to RIA | Jan 8, 2019 | Dec 7, 2018 |
| Barry Nathan Mendelson | Elevation Wealth Management unclassified | Elevation Wealth Partners, LLC other | Other | Apr 30, 2015 | Jul 15, 2014 |
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6 moves match.