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 Elite Income Advisors, Inc.

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
Konner Kobie MunnStrategic Advisers LLC national BDElite Income Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIANov 28, 2025Mar 18, 2026 (110 d)
Jason Anthony KovalRed Oak Financial Group independent RIAElite Income Advisors, Inc. independent RIARIA to RIAMar 21, 2025Jul 2, 2025 (103 d)
Wesley L LindquistLPL Enterprise, LLC no RAUMElite Income Advisors, Inc. independent RIAOtherDec 16, 2024Mar 11, 2025 (85 d)
Jonathon Louis DefeoRed Oak Financial Group mixed wealthElite Income Advisors, Inc. independent RIARIA to RIANov 27, 2024Jan 13, 2025 (47 d)
Kaitlyn Lauren ManningMML Investors Services, LLC BD affiliatedElite Income Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2021May 5, 2021
Nicholas Daniel InnerbichlerHorter Investment Management, LLC independent RIAElite Income Advisors, Inc. independent RIARIA to RIAMay 11, 2020Oct 22, 2020 (164 d)
Prashant Ramesh SabapathiInvestment Advisors Corp otherElite Income Advisors, Inc. independent RIAOtherMar 17, 2017Mar 20, 2017
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7 moves match.