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 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.

AdvisorFromToTypeLeftRegistered
T Connor ShivesMorgan Stanley wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAAug 25, 2026Aug 24, 2026
Mark William RossRiverplace Capital Management Inc independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 10, 2026Jun 17, 2026
Scott C WohlersRiverplace Capital Management Inc independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 10, 2026Jun 17, 2026
Andrew Clifton KellerInscription Capital, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 9, 2026Jun 29, 2026
Patrick Ryan KellerInscription Capital, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 9, 2026Jun 29, 2026
Andrea Lynn CordingUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 9, 2026Jul 1, 2026
Maximillian Mason StewartFlorida Financial Advisors, LLC BD affiliatedElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2026Apr 27, 2026 (53 d)
David Krunch Whitfield KloberdanzUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAFeb 24, 2026Feb 16, 2026
Michael Justin RunagerUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAFeb 24, 2026Feb 16, 2026
Holly HynesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 28, 2026Sep 9, 2026 (224 d)
Madeline A ArmstrongMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 28, 2026Jan 23, 2026
William T TurnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 27, 2026Jan 23, 2026
Jonathon Arnold ShurtzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 27, 2026Jan 23, 2026
Harrison Taylor McdougalMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 27, 2026Jan 23, 2026
Brandon Keith MarvelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 27, 2026Aug 28, 2026 (213 d)
Stephanie Ann FeaserUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 12, 2026
Angelo Vincent EspositoUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 12, 2026
James G MalatosUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 9, 2026
Daniel F EmersonUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 9, 2026
David RandallUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 9, 2026
Scott M EmersonUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 9, 2026
Natalie Lauren QuinnUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 15, 2026
Kyle HammondUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJan 20, 2026Jan 9, 2026
Winston Frederick JusticeSagespring Wealth Partners independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIANov 25, 2025Jan 14, 2026 (50 d)
Andrew James PlumUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAOct 1, 2025Sep 19, 2025
Codie Jean AllenUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAOct 1, 2025Sep 25, 2025
Thomas CullenUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAOct 1, 2025Sep 19, 2025
Taylor Brandon MarshUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAOct 1, 2025Sep 19, 2025
Kathleen Caton BurkeUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAOct 1, 2025Sep 29, 2025
Jennifer Joy SmithTriton Wealth independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIASep 30, 2025Apr 3, 2025
Wesley Thomas HoppeTriton Wealth independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIASep 30, 2025Apr 3, 2025
Michael Joseph RyanTriton Wealth independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIASep 30, 2025Apr 3, 2025
William Daniel RyanTriton Wealth independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIASep 30, 2025Apr 3, 2025
Benjamin Latroy RobinsonBrookstone Capital Management LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 24, 2025Jul 28, 2025
Travis Demanade FrayardUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 17, 2025Jun 18, 2025
Paul Agree HackRaymond James & Associates, Inc. national BDElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2025Jul 15, 2025
Jay Neil HackRaymond James & Associates, Inc. national BDElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2025Jul 11, 2025
Lowell Jacob WeissRaymond James & Associates, Inc. national BDElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2025Jul 11, 2025
Linda Ann MalinUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 19, 2025
Benjamin Thomas DomingueUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 18, 2025
Ashley Cross BlancUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 19, 2025
Michael Alan BohnUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 18, 2025
Shawna Elaine PrejeanUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 18, 2025
Patricia Ann BarnettUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 30, 2025
Hunter BertrandUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jun 30, 2025
Andrew Howard MossTranscend Capital Advisors, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAMay 1, 2025Apr 18, 2025
Matthew Alan HarbarcukTranscend Capital Advisors, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAMay 1, 2025Apr 16, 2025
Caitlin Elizabeth DouglasDynasty Wealth Management, LLC asset managerElevation Point Wealth Partners, LLC independent RIAOtherSep 27, 2024Jan 1, 2025 (96 d)
Tracey Lorraine TrapaniUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIASep 9, 2024Sep 6, 2024
Stephanie BraggUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAAug 19, 2024Oct 21, 2024 (63 d)
Jacob Lee HartkeSweet Financial Partners, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAJul 31, 2024Aug 26, 2024
Bradford Wayne SmithyUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 30, 2024Aug 19, 2024
Robert TamarkinUBS Financial Services Inc. wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 22, 2024Aug 29, 2024 (38 d)
Edward Lowell HildebrandConcorde Asset Management, LLC BD affiliatedElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2024Sep 6, 2024 (136 d)
Glenn Joseph LempeLPL Financial LLC BD affiliatedElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Dec 3, 2025 (694 d)
Steven Bernard PowersLPL Financial LLC BD affiliatedElevation Point Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Jan 10, 2024
Kurt David WedewerAccel Wealth Management mixed wealthElevation Point Wealth Partners, LLC independent RIARIA to RIADec 5, 2022Feb 17, 2023 (74 d)
Samuel WrightHoward Capital Management, LLC independent RIAElevation Point Wealth Partners, LLC independent RIARIA to RIAOct 15, 2021Jun 14, 2023 (607 d)
Chad BesterWells Fargo Advisors wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 1, 2021Jun 25, 2021
David Oliver Lawrence BensonWells Fargo Advisors wirehouseElevation Point Wealth Partners, LLC independent RIAWirehouse to independent RIAJul 1, 2021Jun 25, 2021
Page 1 of 2Next
62 moves match.