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 Elevate Wealth Advisory, Inc.

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
Joseph Collinsworth HardemanEquitable Advisors, LLC national BDElevate Wealth Advisory, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2025Dec 5, 2025 (71 d)
Gary StollerFirst Advisors National, LLC independent RIAElevate Wealth Advisory, Inc. independent RIARIA to RIAJan 6, 2025Jul 22, 2024
Brian James RossoStadion Money Management, LLC mixed wealthElevate Wealth Advisory, Inc. independent RIARIA to RIAApr 3, 2023Jun 14, 2023 (72 d)
Deanna Louise BloomSummit Financial Group Inc otherElevate Wealth Advisory, Inc. otherOtherJun 1, 2015Oct 2, 2015 (123 d)
Clarke Cameron HoltFsc Securities Corporation otherElevate Wealth Advisory, Inc. otherOtherJan 17, 2014Jun 2, 2009
Cynthia Deanne RossoFsc Securities Corporation otherElevate Wealth Advisory, Inc. otherOtherJan 17, 2014Jun 4, 2009
Charles Jackson VickeryFsc Securities Corporation otherElevate Wealth Advisory, Inc. otherOtherJan 16, 2014Jun 2, 2009
Dwight Daxon LangleyMorgan Keegan & Company, LLC otherElevate Wealth Advisory, Inc. otherOtherFeb 17, 2009May 28, 2010 (465 d)
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8 moves match.