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 Investment Team 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
Ryan Kennedy FoncannonCoppell Advisory Solutions LLC independent RIAElite Investment Team LLC no RAUMOtherJan 3, 2025Dec 13, 2018
Nicklos Karl NasemanIron Mountain Financial, Inc. unclassifiedElite Investment Team LLC no RAUMOtherJun 2, 2023Oct 24, 2018
Kurt James ObermillerNepsis Advisor Services, Inc. independent RIAElite Investment Team LLC no RAUMOtherFeb 24, 2020Nov 1, 2018
Darryl Joseph ChouinardNepsis Advisor Services, Inc. independent RIAElite Investment Team LLC no RAUMOtherFeb 18, 2020Nov 1, 2018
Brian Charles DoughertyThrive Capital Management, LLC independent RIAElite Investment Team LLC independent RIARIA to RIADec 19, 2019Nov 26, 2019
Michael John SloanCreativeone Wealth, LLC independent RIAElite Investment Team LLC independent RIARIA to RIAJun 10, 2019Oct 15, 2019 (127 d)
Stephanie Ann PocheForesters Equity Services, Inc. BD affiliatedElite Investment Team LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 13, 2018Apr 2, 2019 (110 d)
David Nathan Robert MorganSecurities America Advisors, Inc. otherElite Investment Team LLC independent RIAOtherDec 2, 2016Jul 1, 2020 (1307 d)
Pamela Marie DesjardinsStrategic Planning Associates state registeredElite Investment Team LLC independent RIAOtherDec 31, 2013Mar 26, 2019 (1911 d)
Robert Hubbard TrowbridgeIndependent Financial Group, LLC otherElite Investment Team LLC no RAUMOtherSep 13, 2010Nov 13, 2018 (2983 d)
William Hartwell CoxNext Financial Group, Inc. otherElite Investment Team LLC independent RIAOtherJun 28, 2010Apr 23, 2019 (3221 d)
Raymond Patrick OconnellAllegiant Financial Advisors, LLC state registeredElite Investment Team LLC independent RIAOtherFeb 18, 2010Apr 14, 2020 (3708 d)
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12 moves match.