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 Elan Wealth Management, L.L.C.
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 |
|---|---|---|---|---|---|
| Ryan Nathaniel Russo | Steward Partners Investment Advisory, LLC BD affiliated | Elan Wealth Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2026 | Mar 24, 2024 |
| Timothy Paul Portelance | Raymond James Financial Services Advisors, Inc BD affiliated | Elan Wealth Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2024 | Mar 24, 2024 |
| Andrew Christopher Gregory | Raymond James Financial Services Advisors, Inc BD affiliated | Elan Wealth Management, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 7, 2023 | Dec 8, 2023 |
| Kirstin Lynn Hark | Tull Financial Group, Inc. independent RIA | Elan Wealth Management, L.L.C. independent RIA | RIA to RIA | Jul 9, 2018 | Dec 8, 2023 (1978 d) |
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4 moves match.