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 Elevated Financial Group
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 |
|---|---|---|---|---|---|
| Sandesh Arles | Strive Financial Group, LLC independent RIA | Elevated Financial Group independent RIA | RIA to RIA | Feb 2, 2026 | Jan 28, 2026 |
| Justin Troy Brammer | Invst, LLC independent RIA | Elevated Financial Group independent RIA | RIA to RIA | Nov 17, 2025 | Nov 12, 2025 |
| Stephanie Ashley | Invst, LLC independent RIA | Elevated Financial Group independent RIA | RIA to RIA | Jun 2, 2025 | May 30, 2025 |
| Timothy Nicholas Hays | Invst, LLC independent RIA | Elevated Financial Group independent RIA | RIA to RIA | Apr 18, 2025 | Apr 18, 2025 |
| Ryan Michael Bradley | Invst, LLC independent RIA | Elevated Financial Group no RAUM | RIA to a newly registered adviser | Jan 2, 2025 | Jan 10, 2025 |
| Camryn Alexis Olson | Invst, LLC independent RIA | Elevated Financial Group no RAUM | RIA to a newly registered adviser | Jan 2, 2025 | Jan 10, 2025 |
| Christopher Paul Condle | Invst, LLC independent RIA | Elevated Financial Group no RAUM | RIA to a newly registered adviser | Dec 20, 2024 | Jan 10, 2025 |
| Jonathan Mccarty | Invst, LLC independent RIA | Elevated Financial Group no RAUM | RIA to a newly registered adviser | Dec 20, 2024 | Jan 10, 2025 |
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8 moves match.