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 Melville Eaton
Certified Financial Planner
Feed of 09/15/2026
Also filed as John M Eaton
At current firm
6 y
since Oct 10, 2019
In the industry
31 y
since Sep 29, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Avior Wealth Management, LLC independent RIA currentsince Oct 10, 2019 · San Antonio, Tx
- Cypress Wealth Advisors, LLC state registeredJan 15, 2013 to Oct 23, 2019 · Shavano Park, Tx
- Summit Wealth Management,Inc unclassifiedOct 26, 2006 to Dec 31, 2006 · San Antonio, Tx
- Summit Wealth Management, Inc formerAug 17, 2006 to Feb 19, 2013 · San Antonio, Tx
- Summit Wealth Management,Inc unclassifiedFeb 9, 2006 to Aug 17, 2006 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Cypress Wealth Advisors, LLC to Avior Wealth Management, LLCleft Oct 23, 2019, registered Oct 10, 2019 (-13 days) · Other
- Summit Wealth Management, Inc to Summit Wealth Management,Incleft Feb 19, 2013, registered Oct 26, 2006 (-2308 days) · Other
- Summit Wealth Management,Inc to Cypress Wealth Advisors, LLCleft Dec 31, 2006, registered Jan 15, 2013 (2207 days) · Other
- Summit Wealth Management,Inc to Summit Wealth Management, Incleft Aug 17, 2006, registered Aug 17, 2006 (0 days) · Other
Signals
No dated event on this person.
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address