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.
Registered advisor
John David Eberle
Feed of 09/14/2026
At current firm
3 y
since Feb 8, 2023
In the industry
33 y
since Jan 20, 1993 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Fourstar Wealth Advisors, LLC independent RIA currentsince Feb 8, 2023 · Chicago, Il
- Vivaldi Capital Management LP formerFeb 21, 2019 to Feb 3, 2023 · Chicago, Il
- Fiduciary Financial Partners, LLC independent RIAFeb 22, 2011 to Jul 2, 2018 · Wheaton, Il
- J.P. Morgan Securities LLC wirehouseOct 1, 2008 to Feb 16, 2011 · Wheaton, Il
- J.P. Morgan Securities Inc. unclassifiedSep 27, 2006 to Oct 1, 2008 · Wheaton, Il
- Banc One Securities Corporation unclassifiedJul 26, 1999 to Sep 27, 2006 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Vivaldi Capital Management LP to Fourstar Wealth Advisors, LLCleft Feb 3, 2023, registered Feb 8, 2023 (5 days) · RIA to RIA
- Fiduciary Financial Partners, LLC to Vivaldi Capital Management LPleft Jul 2, 2018, registered Feb 21, 2019 (234 days) · RIA to RIA
- J.P. Morgan Securities LLC to Fiduciary Financial Partners, LLCleft Feb 16, 2011, registered Feb 22, 2011 (6 days) · Other
- J.P. Morgan Securities Inc. to J.P. Morgan Securities LLCleft Oct 1, 2008, registered Oct 1, 2008 (0 days) · corporate re-registration, not a move
- Banc One Securities Corporation to J.P. Morgan Securities Inc.left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move
Signals
- John David Eberle left Vivaldi Capital Management Lp for Fourstar Wealth Advisors, Llc (registered 2023-02-08)Feb 3, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address