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 Elevation Capital Advisory
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 |
|---|---|---|---|---|---|
| Michael Jr. John Angus | Merit Wealth Management, LLC unclassified | Elevation Capital Advisory independent RIA | Other | Dec 27, 2018 | Jan 11, 2022 (1111 d) |
| Peter Craig Mendell | Global Financial Private Capital, Inc. other | Elevation Capital Advisory independent RIA | Other | Jul 21, 2017 | Dec 16, 2015 |
| Ryan Robert Sanford | Global Financial Private Capital, Inc. other | Elevation Capital Advisory independent RIA | Other | Jul 21, 2017 | Apr 21, 2016 |
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3 moves match.