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 Elevage 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thierry Hasse | Natalliance Asset Management LLC unclassified | Elevage Partners, LLC independent RIA | Other | Apr 19, 2021 | Jun 13, 2024 (1151 d) |
| Lori Darlene Powell | Nationwide Investment Advisors, LLC BD affiliated | Elevage Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2021 | Jul 30, 2021 (206 d) |
| Bruce John Jensen | Strategy Asset Managers L.L.C. independent RIA | Elevage Partners, LLC independent RIA | RIA to RIA | Feb 15, 2019 | Sep 18, 2019 (215 d) |
| James Chad Watt | Advice And Planning Services BD affiliated | Elevage Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2018 | Dec 6, 2018 (31 d) |
| Craig Andrew Roncaioli | Bradway Financial, LLC other | Elevage Partners, LLC independent RIA | Other | Jul 3, 2017 | Jul 7, 2017 |
| Mary Elizabeth Fugler | Independent Portfolio Consultants, Inc. other | Elevage Partners, LLC independent RIA | Other | Jun 30, 2015 | Jun 19, 2017 (720 d) |
| David Michael Smith | Total Wealth Management Inc. other | Elevage Partners, LLC independent RIA | Other | Dec 8, 2014 | Nov 25, 2014 |
| Bruce John Jensen | Morgan Stanley wirehouse | Elevage Partners, LLC independent RIA | Wirehouse to independent RIA | Sep 21, 2012 | Apr 19, 2013 (210 d) |
| Charles Lawrence Copeland | Copeland Wealth Management unclassified | Elevage Partners, LLC independent RIA | Other | Dec 31, 2011 | Dec 2, 2011 |
| Jeffery Deloy Powell | Securities America Advisors, Inc. other | Elevage Partners, LLC independent RIA | Other | Jul 2, 2010 | Sep 29, 2011 (454 d) |
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10 moves match.