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 Ellis Investment 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
Andrew Donald SchafferVanguard Advisers, Inc. BD affiliatedEllis Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2021Apr 13, 2021 (32 d)
Christian GrudeCambridge Investment Research Advisors, Inc. BD affiliatedEllis Investment Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2018Oct 9, 2018
Kevin AuerbachCmg Capital Management Group, Inc. otherEllis Investment Partners, LLC otherOtherDec 21, 2015Jan 4, 2016
Robert Frederick HabigH. Beck, Inc. otherEllis Investment Partners, LLC otherOtherOct 1, 2015Sep 1, 2015
Michelle SianoNext Financial Group, Inc. otherEllis Investment Partners, LLC otherOtherAug 28, 2015Sep 15, 2015
Derek Allen LemkeEsi Financial Advisors otherEllis Investment Partners, LLC otherOtherFeb 26, 2015Jan 30, 2015
Jennifer Ann GarrettCms Wealth Management otherEllis Investment Partners, LLC otherOtherApr 13, 2013Mar 11, 2013
Joseph McginleyMdt Advisers, A Division Of Federated Mdta LLC otherEllis Investment Partners, LLC independent RIAOtherApr 4, 2013Jan 8, 2025 (4297 d)
Samuel Marcelino CarpinCms Wealth Management otherEllis Investment Partners, LLC otherOtherFeb 21, 2013Jan 28, 2013
Ross Brian MuldoonCms Wealth Management otherEllis Investment Partners, LLC otherOtherJan 8, 2013Jan 3, 2013
David Yu-Wen SunCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 19, 2012Mar 9, 2012
Michael Allen NewmanCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Daniel Joseph KelleyCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Evan AvgerinosCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Paul Po-Wen SunCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Don Constantine AvgerinosCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 27, 2012
Jonathan D SmithCms Wealth Management otherEllis Investment Partners, LLC no RAUMOtherApr 3, 2012Mar 28, 2012
Woodward Town OdiorneEsi Financial Advisors otherEllis Investment Partners, LLC no RAUMOtherApr 4, 2002Mar 28, 2012 (3646 d)
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18 moves match.