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 Elevated Performance Investment Group, 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 |
|---|---|---|---|---|---|
| Thomas B. Alvis | Gradient Investments, LLC independent RIA | Elevated Performance Investment Group, LLC state registered | RIA to a state-registered adviser | Dec 20, 2023 | Mar 8, 2017 |
| Alyssa Nicole Thomason | Ameriprise Financial Services, LLC national BD | Elevated Performance Investment Group, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 3, 2018 | Sep 24, 2018 (52 d) |
| Carl Damien Gill | Spectrum Financial Resources other | Elevated Performance Investment Group, LLC state registered | Other | Dec 4, 2015 | Mar 28, 2016 (115 d) |
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3 moves match.