DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Elevate Capital Group, 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 |
|---|---|---|---|---|---|
| Jason Michael Rotman | Park Avenue Securities LLC BD affiliated | Elevate Capital Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Apr 1, 2024 | Sep 26, 2024 (178 d) |
| James Anthony Thornton | Park Avenue Securities LLC BD affiliated | Elevate Capital Group, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 15, 2022 | Sep 26, 2024 (681 d) |
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2 moves match.