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 Life Management 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
Maike S FosterMorgan Stanley wirehouseElite Life Management LLC independent RIAWirehouse to independent RIAJul 19, 2024Aug 14, 2024
Ryan Alden WilliamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElite Life Management LLC independent RIAWirehouse to independent RIAMar 2, 2021Mar 3, 2021
Stephanie Joan TerbrockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElite Life Management LLC independent RIAWirehouse to independent RIAMar 2, 2021Mar 19, 2021
Jeremy T. ShelbyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseElite Life Management LLC independent RIAWirehouse to independent RIAJan 14, 2020Dec 1, 2020 (322 d)
Page 1 of 1
4 moves match.