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 Financial Planning And Wealth Management
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 |
|---|---|---|---|---|---|
| Dillon Joseph Nemeth | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Christopher Joseph Athens | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Jonathan David Colquitt | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Aug 29, 2024 |
| Hunter Paul Mills | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| Dylan Paskell | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Oct 22, 2024 (33 d) |
| Carter Jay Bowman | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| William James Ohme | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| William Lichota | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2024 | Nov 7, 2024 (49 d) |
| Storm Francis Benson | Florida Financial Advisors, LLC BD affiliated | Elevate Financial Planning And Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2022 | Mar 18, 2025 (1012 d) |
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9 moves match.