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 Elevatus Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Thomas Sherrill | Edward Jones national BD | Elevatus Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 23, 2026 | Jun 4, 2026 (101 d) |
| Megan Horvat | Commonwealth Financial Network national BD | Elevatus Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2024 | Jun 27, 2024 |
| Peter L Newman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Elevatus Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jul 18, 2023 | Jul 14, 2023 |
| Daniel F Antocicco | Tru Independence Asset Management 2, LLC mixed wealth | Elevatus Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 1, 2023 | May 25, 2023 |
| Daniel J Hare | Tru Independence Asset Management 2, LLC mixed wealth | Elevatus Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 1, 2023 | May 2, 2023 |
| Brittany A Buffington | Tru Independence Asset Management 2, LLC mixed wealth | Elevatus Wealth Management, LLC no RAUM | RIA to a newly registered adviser | May 1, 2023 | May 1, 2023 |
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6 moves match.