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
Todd Ryan Eosso
Feed of 09/14/2026
Also filed as Todd Ryan Eosso
At current firm
2 y
since Mar 25, 2024
In the industry
16 y
since Jan 28, 2010 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wells Fargo Advisors wirehouse currentsince Mar 25, 2024 · Bernardsville, Nj
- Stifel, Nicolaus & Company, Incorporated national BDAug 7, 2015 to Apr 4, 2024 · Hackensack, Nj
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Aug 18, 2015 · Edison, Nj
- Chase Investment Services Corp. formerJul 16, 2012 to Oct 1, 2012 · Metuchen, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 11, 2011 to Jul 3, 2012 · Bridgewater, Nj
- Morgan Stanley wirehouseFeb 1, 2010 to Dec 16, 2010 · Morristown, Nj
Moves
a registration end followed by a registration begin elsewhere
- Stifel, Nicolaus & Company, Incorporated to Wells Fargo Advisorsleft Apr 4, 2024, registered Mar 25, 2024 (-10 days) · Affiliated broker-dealer or bank to wirehouse
- J.P. Morgan Securities LLC to Stifel, Nicolaus & Company, Incorporatedleft Aug 18, 2015, registered Aug 7, 2015 (-11 days) · Wirehouse to affiliated broker-dealer or bank
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Chase Investment Services Corp.left Jul 3, 2012, registered Jul 16, 2012 (13 days) · Other
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Dec 16, 2010, registered Feb 11, 2011 (57 days) · Wirehouse to wirehouse
Signals
- Todd Ryan Eosso left Stifel, Nicolaus & Company, Incorporated for Wells Fargo Advisors (registered 2024-03-25)Apr 4, 2024 · 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
- Wirehousederived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address