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 Elwood & Goetz
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 |
|---|---|---|---|---|---|
| Roy Larsen | Larsen Wealth Management, LLC state registered | Elwood & Goetz independent RIA | Other | Aug 3, 2026 | Jun 3, 2026 |
| Riley James Maher | Penta Investment Counsel LLC unclassified | Elwood & Goetz independent RIA | Other | Apr 16, 2026 | Mar 26, 2026 |
| Anthony Rodriguez | Vanguard Advisers, Inc. BD affiliated | Elwood & Goetz independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 27, 2024 | Dec 15, 2025 (657 d) |
| Tiffiny Lee Hubbard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Elwood & Goetz independent RIA | Wirehouse to independent RIA | Apr 3, 2023 | Nov 20, 2023 (231 d) |
| Lindsay Mckay Lynn | Goldman Sachs Wealth Services, L.P. BD affiliated | Elwood & Goetz independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 17, 2023 | Nov 13, 2025 (972 d) |
| Lauren Elizabeth Way | Fidelity Personal And Workplace Advisors BD affiliated | Elwood & Goetz independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2022 | Jun 30, 2022 (112 d) |
| Melissa Ann Barron | Advice And Planning Services BD affiliated | Elwood & Goetz independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2020 | Oct 21, 2021 (350 d) |
| Contey Fulinia Smith | Truewealth Management independent RIA | Elwood & Goetz independent RIA | RIA to RIA | Jun 17, 2020 | Aug 19, 2021 (428 d) |
| Vincent Tyler Clark | Goldman Sachs Wealth Services, L.P. other | Elwood & Goetz independent RIA | Other | May 22, 2017 | Nov 8, 2023 (2361 d) |
| Paul Caleb Brown | Burgeon Capital state registered | Elwood & Goetz other | Other | Mar 23, 2012 | Mar 12, 2013 (354 d) |
| Lindsay Shae Elwood | Amicus Financial Advisors, LLC other | Elwood & Goetz other | Other | Jan 3, 2011 | Aug 30, 2010 |
| Amanda Medrow Myers | Strategic Advisers LLC national BD | Elwood & Goetz other | Other | Aug 11, 2010 | Sep 3, 2010 |
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12 moves match.