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 Elevate Wealth Advisors, 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 |
|---|---|---|---|---|---|
| James Anthony Thornton | Elevate Capital Group, LLC no RAUM | Elevate Wealth Advisors, LLC state registered | Other | Apr 9, 2025 | Nov 5, 2024 |
| Jason Michael Rotman | Elevate Capital Group, LLC no RAUM | Elevate Wealth Advisors, LLC state registered | Other | Apr 9, 2025 | May 2, 2025 |
| David Eliot Dardashti | Mulholland Vista Capital Advisors, LLC unclassified | Elevate Wealth Advisors, LLC state registered | Other | Jan 13, 2022 | Mar 1, 2023 (412 d) |
Page 1 of 1
3 moves match.